Funds CHTRX Can Replace
296 funds
FSI > 80 out of 2,010 similar funds
Which Funds Can CHTRX Replace?
Invesco Charter Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$623.65B
Assets in funds CHTRX can compete with and replace
Outperformance Rank
#858
Rank among 2,010 similar funds
Who Holds Credible Replacements?
190 firms
94,915 connected advisors
Opportunity analysis
CHTRX can replace 296 funds with FSI above 80 out of 2,010 similar funds, representing $623.65B in competing fund AUM. Its outperformance rank is #858 among those similar funds. 190 13F firms and 94,915 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 26.1%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 1.01%
- Assets under management
- $3.67B