DDFRX Mutual Fund

DDFRX Mutual Fund (Invesco Diversified Dividend Fund Class R) is managed by Invesco (US). DDFRX expense ratio is 1.08%, holding 80 positions across sectors including Financials, Health Care, Industrials. Inception date: 2005-10-25.

DDFRX performance shows a YTD return of 7.68%. The 1-year return is 16.57% and the 5-year return is 9.60%. DDFRX dividend yield stands at 11.29%, paid quarterly.

DDFRX top holdings include Jpmorgan Chase (3.8%), Alphabet Inc Common Stock USD 0.001 (3.4%), Chevron Corp (2.8%), Bank Of America Corp. (2.7%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (2.5%). Go to all DDFRX holdings, DDFRX sectors, or DDFRX dividends.

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