Invesco Charter C (CHTCX)
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Invesco Charter C
Houston, TX 77046
11 Greenway Plaza,Suite 100
AIM Equity Funds (Invesco Equity Funds)
Management Information
,Lead Manager since November 27, 2022
Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyInvesco
Net Assets3.35B
YTD Return10.99%
Yield0.00%
Morningstar Rating★★
Inception DateJun 2, 2002
Fund Operations
Last Dividend0.01
Last Cap Gain23.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseCHTCXCategory Average
Annual Report Expense Ratio (net)1.28%0.84%
Prospectus Net Expense Ratio1.28%N/A
Prospectus Gross Expense Ratio1.28%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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