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CHFTX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$23.87
Change
+$0.17 (+0.72%)
Net Assets
3.64B

CHFTX Invesco Charter R6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Eli Lilly & Co (NYSE:LLY), 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 R6 MF is 2.07T. The market cap for tickers in the group ranges from 309.6B to 4.07T. NVDA holds the highest valuation in this group at 4.07T. The lowest valued company is CVX at 309.6B.

Volume

The average weekly volume growth across all stocks in the Invesco Charter R6 MF was 9%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 50
Price Growth Rating: 38
SMR Rating: 26
Profit Risk Rating: 24
Seasonality Score: -30 (-100 ... +100)
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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
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CHFTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CHFTX has been closely correlated with VITSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if CHFTX jumps, then VITSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CHFTX
1D Price
Change %
CHFTX100%
-0.54%
VITSX - CHFTX
92%
Closely correlated
-0.19%
VSTSX - CHFTX
92%
Closely correlated
-0.20%
VSMPX - CHFTX
92%
Closely correlated
-0.19%
VTSAX - CHFTX
92%
Closely correlated
-0.20%
VFFSX - CHFTX
52%
Loosely correlated
-0.30%
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