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Invesco Charter A CHTRX

Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 15.98  /  1.33 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 52%

Morningstar’s Analysis CHTRX

Will CHTRX 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 A 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 second-highest quintile among peers.

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