MENU

CHTCX Invesco Charter C Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), Chevron Corp (NYSE:CVX).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. It may invest up to 25% of its net assets in foreign securities, which include foreign debt and foreign equity securities.

Market Cap

The average market capitalization across the Invesco Charter C MF is 1.57T. The market cap for tickers in the group ranges from 292.97B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CVX at 292.97B.

Volume

The average weekly volume growth across all stocks in the Invesco Charter C MF was -23%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 58
Price Growth Rating: 43
SMR Rating: 26
Profit Risk Rating: 16
Seasonality Score: -40 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
AIM Equity Funds (Invesco Equity Funds)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com/us
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VTMSX93.810.08
+0.09%
Vanguard Tax-Managed Small Cap Adm
MCBAX15.05N/A
N/A
BlackRock Large Cap Focus Value Inv C
CGJIX64.53-0.20
-0.31%
Calvert US Large Cap Growth Rspnb Idx I
SRUIX14.69-0.05
-0.34%
Meeder Spectrum Institutional
JEGRX15.90-0.06
-0.38%
Janus Henderson Global Sust Eq R

CHTCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CHTCX has been closely correlated with VITSX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CHTCX jumps, then VITSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CHTCX
1D Price
Change %
CHTCX100%
-0.28%
VITSX - CHTCX
88%
Closely correlated
-0.24%
VTSAX - CHTCX
88%
Closely correlated
-0.24%
VTSMX - CHTCX
88%
Closely correlated
-0.24%
VSMPX - CHTCX
88%
Closely correlated
-0.24%
VSTSX - CHTCX
88%
Closely correlated
-0.24%
More