MARKET WIRE NEWS

Invesco Charter Fund Q1 2025 Commentary

Source: SeekingAlpha

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.

...

Read the full article on Seeking Alpha

For further details see:

Invesco Charter Fund Q1 2025 Commentary
Invesco Global Water ETF

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