Invesco Charter Fund Q1 2025 Commentary
2025-05-11 03:45:00 ET
Summary
- Outperformance mainly resulted from stock selection in the consumer discretionary, health care and energy sectors.
- Weaker stock selection in information technology, real estate and materials partially offset these results.
- There was no significant change to the fund’s overall positioning during the quarter as we sought to keep most sector, factor and other macro-related exposures similar to the Russell 1000 Index.
- The S&P 500 Index returned - 4.27% during the quarter with mixed sector results.
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Invesco Charter Fund Q1 2025 CommentaryNASDAQ: PIO
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