CHTYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Invesco Charter Y (CHTYX) Ownership - Who owns Invesco Charter Y?

The investment seeks long-term growth of capital... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CHTYX

Net Assets

3.28B

Fund Existence

over 16 years

Turnover

37.00

Total Expense Ratio

0.76

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

1.26B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

92.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.62

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

73.00

Number of Net Holdings

73.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

39.09%

Gain YTD

-4.026

Annual Yield % from dividends

0.76

Returns for 1 year

2.05

Returns for 3 years

7.10

Returns for 5 years

59.63

Returns for 10 years

-4.14

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General Information

Category LargeBlend

Profile

Fundamentals

Details