DDFIX Mutual Fund

DDFIX Mutual Fund (Invesco Diversified Dividend Fund Class R5) is managed by Invesco (US). DDFIX expense ratio is 0.54%, holding 78 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2005-10-25.

DDFIX performance shows a YTD return of 9.66%. The 1-year return is 15.44% and the 5-year return is 8.83%. DDFIX dividend yield stands at 11.70%, paid quarterly.

DDFIX top holdings include Microsoft Corp (6.2%), Jpmorgan Chase (3.7%), Johnson & Johnson - Common (2.9%), Apple, Inc (2.7%), Chevron Corp (2.5%). Go to all DDFIX holdings, DDFIX sectors, or DDFIX dividends.

DDFIX can be compared against other funds. Use DDFIX overlap to find shared positions, or DDFIX vs another fund for a side-by-side view. DDFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.