Invesco Charter Fund

Invesco Charter Fund is a registered fund series of AIM Equity Funds (Invesco Equity Funds) (series S000000277). Net assets $3.7B as of 2026-04-30.

Profile

Advisers

Top holdings (71 reported)

Showing 15 of 71 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp.$314.3M855.70%
Alphabet Inc.$272.4M741.67%
Microsoft Corp.$217.0M590.84%
Apple Inc.$203.0M552.73%
Amazon.com, Inc.$173.8M473.30%
Broadcom Inc.$150.4M409.61%
Meta Platforms, Inc.$107.7M293.10%
JPMorgan Chase & Co.$95.3M259.33%
Advanced Micro Devices, Inc.$66.9M182.25%
Eli Lilly and Co.$62.8M170.94%
Union Pacific Corp.$61.3M166.82%
UnitedHealth Group Inc.$60.6M165.11%
Walmart Inc.$54.2M147.59%
Johnson Controls International PLC$53.2M144.93%
Mastercard Inc.$52.7M143.57%

Net asset history

Report dateNet assets
2026-04-30$3.7B
2026-01-31$3.7B
2025-10-31$3.8B
2025-07-31$3.6B
2025-04-30$3.2B
2025-01-31$3.6B
2024-10-31$3.5B
2024-07-31$3.4B

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