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Invesco Charter C CHTCX

Quantitative rating as of
  • NAV / 1-Day Return 13.91  /  1.61 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 52%

Morningstar’s Analysis CHTCX

Will CHTCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Invesco Charter C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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