About LCEAX
The Invesco Diversified Dividend Fund Class A is an open-end mutual fund primarily focused on equity investments. Its principal objective is to achieve long-term growth of capital, with a secondary emphasis on providing current income. The fund invests predominantly in dividend-paying stocks, selecting companies with robust free cash flow and healthy balance sheets to promote consistent dividend growth and mitigate risk. This quality-focused, defensive approach is intended to buffer volatility and provide investors with both appreciation and income across various market cycles. The portfolio is diversified across U.S. and international equities, spanning sectors such as financials, health care, consumer staples, energy, and technology. Notable holdings include established blue-chip firms like JPMorgan Chase, Walmart, Philip Morris International, Chevron, and Johnson & Johnson. The fund's diversified strategy, sector balance, and commitment to high-quality dividend payers position it as a foundational holding for investors seeking stable income and participation in potential market upside while aiming to limit downside risk.
Fund Family Invesco
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol LCEAX
Share Class Class A
Index Russell 1000 Value TR
LCEAX had a total return of 23.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.08%.
