Invesco Diversified Dividend Fund Quote
| LCEFX Fund | USD 20.59 0.12 0.59% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Invesco Diversified is trading at 20.59 as of the 24th of November 2024; that is 0.59% up since the beginning of the trading day. The fund's open price was 20.47. Invesco Diversified has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Invesco Diversified Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. 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
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Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Value Funds, Large Value, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Diversified Dividend [LCEFX] is traded in USA and was established 24th of November 2024. 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 now has accumulated 21.45 B in assets with no minimum investment requirementsInvesco Diversified is currently producing year-to-date (YTD) return of 16.77% with the current yeild of 0.02%, while the total return for the last 3 years was 8.17%.
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
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| COP | ConocoPhillips | Stock | Energy | |
| 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 Top Holders
| PKRUX | Invesco Peak Retirement | Mutual Fund | Target-Date 2050 | |
| PKRBX | Invesco Peak Retirement | Mutual Fund | US Mutual Fund | |
| PKRHX | Invesco Peak Retirement | Mutual Fund | Target-Date 2060+ | |
| PKRMX | Invesco Peak Retirement | Mutual Fund | Target-Date 2055 | |
| CAAYX | Invesco Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| AADAX | Invesco Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| AADIX | Invesco Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| AADRX | Invesco Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Invesco Diversified Risk Profiles
| Mean Deviation | 0.4796 | |||
| Semi Deviation | 0.3759 | |||
| Standard Deviation | 0.6274 | |||
| Variance | 0.3937 |
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.
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