Invesco Diversified Dividend Fund Quote
| DDFRX Fund | USD 18.95 0.13 0.69% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Invesco Diversified is trading at 18.95 as of the 30th of January 2025; that is 0.69% increase since the beginning of the trading day. The fund's open price was 18.82. Invesco Diversified has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25 percent of its net assets in securities of foreign issuers. More on Invesco Diversified Dividend
Moving together with Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Value Funds, Large Value, Invesco, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Invesco Diversified Dividend [DDFRX] is traded in USA and was established 30th of January 2025. Invesco Diversified is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Value category and is part of Invesco family. This fund currently has accumulated 21.45 B in assets under management (AUM) with no minimum investment requirementsInvesco Diversified is currently producing year-to-date (YTD) return of 5.3% with the current yeild of 0.01%, while the total return for the last 3 years was 8.38%.
Check Invesco Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Diversified Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Diversified Dividend Mutual Fund Constituents
| COP | ConocoPhillips | Stock | Energy | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| PPL | PPL Corporation | Stock | Utilities | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MTB | MT Bank | Stock | Financials | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| KO | The Coca Cola | Stock | Consumer Staples |
Invesco Diversified Risk Profiles
| Mean Deviation | 0.6554 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.88 | |||
| Risk Adjusted Performance | (0.05) |
Invesco Diversified Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Diversified financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Diversified security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |