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CHFTX
$23.49
The portfolio management team seeks to construct a portfolio of securities of issuers that have high or improving return on invested capital, quality management, a strong competitive position and that are trading at attractive valuations. 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 whi...
View full profileConnect your bank account to understand your spending habits and explore hypothetical growth scenarios. For educational purposes only — not investment advice.
Educational illustration: hypothetical DCA into INVESCO CHARTER FUND CLASS R6 (CHFTX) over the past year. This is not a recommendation to buy this security.
Total Invested
$1,400
14 months
Worth Today
$1,506
at current price
Profit
+$106
+7.5% return
Hypothetical illustration using historical prices. This is for educational purposes only and is not investment advice. Past performance does not guarantee future results. Nuvestan is not a registered investment adviser. Consult a financial professional before making investment decisions.