LCEVX Mutual Fund

LCEVX Mutual Fund (Invesco Diversified Dividend Funds Class C) is managed by Invesco (US). LCEVX expense ratio is 1.58%, holding 80 positions across sectors including Financials, Health Care, Industrials. Inception date: 2001-12-31.

LCEVX performance shows a YTD return of 7.45%. The 1-year return is 16.00% and the 5-year return is 9.05%. LCEVX dividend yield stands at 11.08%, paid quarterly.

LCEVX 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 LCEVX holdings, LCEVX sectors, or LCEVX dividends.

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