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CHTVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
3.03B

CHTVX Price Prediction, Invesco Charter R5 AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Unitedhealth Group (NASDAQ:UNH), JPMorgan Chase & Co (NASDAQ:JPM), Procter & Gamble Company (NASDAQ:PG), Chevron Corp (NASDAQ: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 R5 MF is 609.65B. The market cap for tickers in the group ranges from 273.36B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is CVX at 273.36B.

Volume

The average weekly volume growth across all stocks in the Invesco Charter R5 MF was -18%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 39
Price Growth Rating: 34
SMR Rating: 37
Profit Risk Rating: 32
Seasonality Score: 4 (-100 ... +100)
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A.I.Advisor
published price charts
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
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CHTVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, CHTVX has been closely correlated with FXAIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if CHTVX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CHTVX
1D Price
Change %
CHTVX100%
+0.48%
FXAIX - CHTVX
97%
Closely correlated
+0.41%
VFINX - CHTVX
95%
Closely correlated
+0.41%
VFFSX - CHTVX
94%
Closely correlated
+0.41%
VFIAX - CHTVX
94%
Closely correlated
+0.41%
VTSAX - CHTVX
92%
Closely correlated
+0.45%
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