LCEFX Mutual Fund

LCEFX Mutual Fund (Invesco Diversified Dividend Fund Cl R6) is managed by Invesco (US) with $5.12B in net assets. LCEFX expense ratio is 0.47%, holding 80 positions across sectors including Financials, Health Care, Industrials. Inception date: 2012-09-24.

LCEFX performance shows a YTD return of 8.12%. The 1-year return is 17.27% and the 5-year return is 10.27%. LCEFX dividend yield stands at 11.94%, paid quarterly.

LCEFX 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 LCEFX holdings, LCEFX sectors, or LCEFX dividends.

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