About LCEFX
The Invesco Diversified Dividend Fund Class R6 is a mutual fund designed to achieve long-term capital growth and, secondarily, provide current income. The fund mainly invests in a diverse selection of dividend-paying equity securities, focusing on companies with robust free cash flow and healthy balance sheets. This approach results in a portfolio with a quality bias and defensive characteristics, balancing investments across various sectors such as financial services, consumer defensive, healthcare, energy, and technology. Notable holdings typically include major industry leaders known for stable dividend payments.
By emphasizing value stocks across all market capitalizations, the fund seeks to deliver both capital appreciation and income, making it suited as a foundational component in an investment portfolio. Its total return strategy prioritizes not only growth and income but also the preservation of principal, which may appeal to investors looking for stability amid market volatility. The fund is managed by an experienced team and is categorized within the large value segment, reflecting its focus on established, financially sound companies that historically weather market uncertainties while generating dividend income.
Fund Family Invesco
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol LCEFX
Share Class Class R6
Index Russell 1000 Value TR
LCEFX had a total return of 16.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.48%.
