+Compare
CHTVX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
2.92B

CHTVX Invesco Charter R5 Forecast, Technical & Fundamental Analysis

Category LargeBlend
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 (NYSE:UNH), 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 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.

Volume

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)
View a ticker or compare two or three
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 %
FZEMX33.540.36
+1.08%
Fidelity Advisor® Emerging Markets Z
MOTNX1.52N/A
N/A
MassMutual Fundamental Growth R3
WECRX8.90-0.02
-0.22%
Allspring Discovery Large Cap Gr R6
MDLVX27.19-0.09
-0.33%
BlackRock Advantage Large Cap Val Inv A
ETIHX32.95-0.32
-0.96%
Eventide Healthcare & Life Sciences I

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%
-0.22%
FXAIX - CHTVX
97%
Closely correlated
-0.23%
VTSAX - CHTVX
97%
Closely correlated
-0.21%
VTSMX - CHTVX
97%
Closely correlated
-0.21%
VSMPX - CHTVX
97%
Closely correlated
-0.21%
VFINX - CHTVX
96%
Closely correlated
-0.23%
More