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 78 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2012-09-24.

LCEFX performance shows a YTD return of 9.70%. The 1-year return is 15.53% and the 5-year return is 10.19%. LCEFX dividend yield stands at 11.77%, paid quarterly.

LCEFX 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 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.