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 (NYSE:UNH), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), Chevron Corp (NYSE:CVX).
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.
The average market capitalization across the Invesco Charter R5 MF is 559.61B. The market cap for tickers in the group ranges from 317.2B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is CVX at 317.2B.
The average weekly volume growth across all stocks in the Invesco Charter R5 MF was -43%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 38
Price Growth Rating: 45
SMR Rating: 39
Profit Risk Rating: 35
Seasonality Score: -24 (-100 ... +100)