0000051150 00000 n Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. 0000057978 00000 n 8 up years and 2 down years. See holdings data for Invesco Diversified Dividend Fund (LCEAX). Compare the Risk of LCEAX to Similar Funds. If you choose to Reject all, we will not use cookies for these additional purposes. 13. This includes personalizing content and advertising. The fund was incepted in December 2001 and is managed by A I M Advisors. ZacksTrade and Zacks.com are separate companies. 0000003646 00000 n Bei der Nutzung unserer Websites und Apps verwenden wir, unsere Websites und Apps fr Sie bereitzustellen, Nutzer zu authentifizieren, Sicherheitsmanahmen anzuwenden und Spam und Missbrauch zu verhindern, und, Ihre Nutzung unserer Websites und Apps zu messen, personalisierte Werbung und Inhalte auf der Grundlage von Interessenprofilen anzuzeigen, die Effektivitt von personalisierten Anzeigen und Inhalten zu messen, sowie, unsere Produkte und Dienstleistungen zu entwickeln und zu verbessern. #xx~lo3&?6D06Uc9QCT_SVc(ei4c|7XVT(R)1U|PH/g1x-!wHZMLF1?zGF"^! 0000034888 00000 n Track outages and protect against spam, fraud, and abuse, Measure audience engagement and site statistics to understand how our services are used and enhance the quality of those services, Deliver and measure the effectiveness of ads, Show personalized content, depending on your settings, Show personalized ads, depending on your settings. If you're looking for a quick scoop on LCEAX "stock" (price chart, LCEAX is actually cheaper than its peers when you consider factors like cost. Visit Performance Disclosure for information about the performance numbers displayed above. 0.8%. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Zacks Premium - The only way to get access to the Zacks Rank, Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place 5.5. Wed like to share more about how we work and what drives our day-to-day business. Privacy Policy and 0000002060 00000 n The fund seeks total return consisting of long-term capital appreciation and current income. Invesco Diversified Dividend Fund commentary, Invesco Diversified Dividend Monthly Commentary, DDI5-INSI-1-E - Diversified Dividend Strategy Insights, Invesco Diversified Dividend Fund Infographic, Invesco Diversified Dividend Fund Investment Insights, Acquired Fund Fees and Expenses (Underlying Fund Fees & Expenses), Net Expenses - With Additional Fee Reduction. As a group, securities that pay high dividends may fall out of favor with investors and underperform companies that do not pay high dividends. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. :z$JY4~C|D!a,Y( 3yp$k7%i'E%T 5OB1}98s Subscriber Agreement & Terms of Use | International stock quotes are delayed as per exchange requirements. Here is what you'll be able to find in this review: And here is the list of questions well answer: So lets start. LCEAX: Invesco Diversified Dividend Fund Class A - Stock Price, Quote and News - CNBC Invesco Diversified Dividend Fund Class A LCEAX:NASDAQ EXPORT WATCHLIST + RT Quote | Exchange | USD. Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. {c:wEYA#GZ The Fund invests in securities that are undervalued. %PDF-1.5 % Data is usually updated between 3 and 6 p.m. CST. 62 0 obj <>stream 8. Get our overall rating based on a fundamental assessment of the pillars below. Privacy Notice | If King Dollar is wobbling, this asset is your best investment, says Citi, Goldman Sachss stock loses ground as profit tops target but revenue falls short on loan-portfolio adjustment for Marcus unit, S&P 500 futures rise 0.5%; Nasdaq-100 futures up 0.8%, Stock-index futures hold modest gains after housing data, Boeing 737 Max manufacturing issue: When you see one roach, there are likely more, analyst says, Luminar stock surges as Chinese demand for LiDAR-equipped vehicles prompts factory expansion in Asia, Lordstown stock ticks up as production and deliveries resume at a very low pace, U.S. housing starts and building permits declined in March, With nod to grim past, fund managers look ahead. LCEAX strengths The fund seeks long-term growth of capital and, secondarily, current income by employing a total return approach, emphasizing capital appreciation, current income and principal preservation. LCEAX 12b-1 distribution fee is Privacy Policy and 0000001535 00000 n The Parent Pillar is our rating of LCEAXs parent organizations priorities and whether theyre in line with investors interests. Discover historical prices for LCEAX stock on Yahoo Finance. This information is updated per the most recent prospectus. Real time prices by BATS. What is LCEAX tax efficiency (tax-cost ratio)? LCEAX may invest not more than 25% of its asset in securities of companies located in foreign lands. The fund also offers Class C shares, the performance of which may vary. As of 04/14/2023 EDT. Develop and improve features of our offerings. These factors may include, but are not limited to: poor earnings reports, a loss of customers, litigation against the company, general unfavorable performance of the companys sector or industry, or changes in government regulations affecting the company or its industry. 0.25. following returns: 4. Holdings are subject to change and are not buy/sell recommendations. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The Fund invests in securities that are undervalued based on various valuation measures. It has an expense ratio of 0.83% compared to the category average of 0.95%. 0000003545 00000 n 3 Mutual Funds From the Invesco Portfolio, 3 Winning Mutual Funds From the Invesco Portfolio, 3 Invesco Mutual Funds to Add to Your Portfolio. Market risk may affect a single issuer, industry or section of the economy, or it may affect the market as a whole. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. We also use cookies and data to tailor the experience to be age-appropriate, if relevant. Describe AIM Equity Funds (Invesco Equity Funds): Invesco Diversified Dividend Fund; Class A Shares (LCEAX). Invesco does not guarantee any claims or assume any responsibility for any of the content. !:/{ ITLxDu9G;MzB/P.n&" azoJk Wenn Sie Ihre Auswahl anpassen mchten, klicken Sie auf Datenschutzeinstellungen verwalten. Its pricier ones stay at Neutral. Foreign companies generally may be subject to less stringent regulations than U.S. companies, including financial reporting requirements and auditing and accounting controls, and may therefore be more susceptible to fraud or corruption. 0000050859 00000 n LCEAX performance? Retirement Plan Manager provides plan sponsors the tools they need to more effectively manage their retirement plans. Foreign investments also involve the risk of the possible seizure, nationalization or expropriation of the issuer or foreign deposits (in which the Fund could lose its entire investments in a certain market) and the possible adoption of foreign governmental restrictions such as exchange controls. 1. Sources: FactSet, Dow Jones, Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.48% per year. The Fund could experience losses if these judgments prove to be incorrect. Historical and current end-of-day data provided by FACTSET. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. n4s(:xdlQM@ogSEE SSs$ mm}i~IR5? Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy). The Fund seeks to deliver current income and the opportunity for capital appreciation by investing primarily in U.S. investment grade corporate, government, and mortgage- and asset-backed securities. Depending on market conditions, dividend paying stocks that meet the Funds investment criteria may not be widely available for purchase by the Fund, which may increase the volatility of the Funds returns and limit its ability to produce current income while remaining fully diversified. The fund may act as a foundation for investors' portfolios. Fund Documents Summary What is the Core Fixed Income Fund? 0000002933 00000 n Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 . At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. alternatives? Mutual Funds Exchange Traded Funds 529 Portfolios Separately Managed Accounts Closed-End Funds Interval Funds Tender Offer Funds Money Market Funds Investment Resources Sales Charges & Breakpoints Morningstar 4- and 5-Star Funds Our Capabilities Investment Options Mutual Funds Exchange Traded Funds 529 Portfolios Separately Managed Accounts Wed like to share more about how we work and what drives our day-to-day business. Source: Kantar Media. LCEAX negatives? 0 Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. How would you assess LCEAX risk? Dividends, if any, are distributed quarterly. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. 0000003478 00000 n Copyright 2023 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. The fund may invest up to 20% of its assets in master limited partnerships or in investment-grade debt. Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. LCEAX: What are Zacks experts saying now? Here are the top holdings: 3. The fund invests at least 80% of its assets in dividend-paying equity securities. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. During a general downturn in the financial markets, multiple asset classes may decline in value. What are Fact Sheet: LCEAX performance, returns, expense ratio, holdings and dividend yield; Analysis: LCEAX buy or sell; the pros and cons of investing in LCEAX mutual fund; Alternatives: other ETFs and mutual funds you should consider as alternatives to LCEAX . For eligibility requirements and other available share . Increased confidence in Invesco Diversified Dividends capable lead manager and experienced team earns its cheapest share classes a Morningstar Analyst Rating upgrade to Bronze from Neutral. There is the possibility that dividend-paying companies could reduce or eliminate the payment of dividends in the future or an anticipated acceleration of dividends may not occur. The principal type of equity security in which the Fund invests is common stock. An investment in the Fund is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. This includes personalizing content and advertising. {So(l3/BTBYfv. Zacks Premium - The only way to get access to the Zacks Rank, Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank Unless the Fund has hedged its foreign currency exposure, foreign securities risk also involves the risk of negative foreign currency rate fluctuations, which may cause the value of securities denominated in such foreign currency (or other instruments through which the Fund has exposure to foreign currencies) to decline in value. 0000036691 00000 n Visit www.zacksdata.com to get our data and content for your mobile app or website. You'll get all this info in one place. Mutual-fund managers addressing the Morningstar Investment Conference acknowledge the struggles of late last year, but many are hopeful -- even bullish -- about the opportunities they see. <<59AAA392A7773D4493437C5DDC35B804>]/Prev 231380>> When markets perform well, there can be no assurance that specific investments held by the Fund will rise in value. USD | NAV as of Apr 17, 2023 | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0. Management Risk. Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. Market Closed. Zacks Rank. back-end sales load is The Fund is actively managed and depends heavily on the Advisers judgment about markets, interest rates or the attractiveness, relative values, liquidity, or potential appreciation of particular investments made for the Funds portfolio. 0000044461 00000 n This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Terms of Service apply. Invesco Diversified Dividend Fund. In terms of fees, LCEAX is a load fund. LCEAX has All quotes are in local exchange time. This site is protected by reCAPTCHA and the Google Add to portfolio. This portion of the Invesco website is specifically prepared for institutional investors in the US. Delayed quotes by FIS. The fund seeks long-term growth of capital and, secondarily, current income by employing a total return approach, emphasizing capital appreciation, current income and principal preservation. Currency exchange rates may fluctuate significantly over short periods of time. The best stock comparison tool in Galaxy! The fund invests at least 80% of its assets in dividend-paying equity securities. Fund Facts & Fees Fund Details Fund Strategy The investment seeks capital growth and current income. The value of the Funds portfolio may be affected by changes in the stock markets. The fund may act as a foundation for investors' portfolios. Sources: FactSet, Dow Jones, Bonds: Bond quotes are updated in real-time. The risks associated with an investment in the Fund can increase during times of significant market volatility. The fund invests primarily in dividend-paying equity securities. A powerful platform of tools, coaching and content all in one place. 15 48 The Fund seeks long-term growth of capital and, secondarily, current income. The Fund invests primarily in dividend-paying securities. The prices of individual stocks generally do not all move in the same direction at the same time. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. X!z\jdp ts+5E\qiM{T We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Fundamental company data and analyst estimates provided by FactSet. Delayed quotes by FIS. -0.01 (-0.06%) Zacks MF Rank. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCEAXs performance objective and investment process is for both security selection and portfolio construction. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. To the extent that securities of a particular type are emphasized (for example foreign stocks, stocks of small- or mid-cap companies, growth or value stocks, or stocks of companies in a particular industry), fund share values may fluctuate more in response to events affecting the market for those types of securities. key stats, buy or sell analysis and holdings), go to Finny and look for "LCEAX". View the latest Invesco Diversified Dividend Fund;A (LCEAX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Investors should consult a financial advisor/financial consultant before making any investment decisions. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. Value Investing Risk. 0 bond holdings NASDAQ data is at least 15 minutes delayed. expenses. Visit a quote page and your recently viewed tickers will be displayed here. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. These returns cover a period from January 1, 1988 through March 6, 2023. 0000011590 00000 n Individual investors include, current investors; prospective investors, and plan administrators. The principal type of equity security in which the Fund invests is common stock. How many up and down years did 71 stock holdings Copyright 2023 Morningstar, Inc. All rights reserved. LCEAX? Change value during the period between open outcry settle and the commencement of the next day's trading is calculated as the difference between the last trade and the prior day's settle. The Funds foreign investments may be adversely affected by political and social instability, changes in economic or taxation policies, difficulty in enforcing obligations, decreased liquidity or increased volatility. 11 Greenway Plaza,Suite 100. Zacks Ranks stocks can, and often do, change throughout the month. Read our editorial policy to learn more about our process. {VRuQ_&/zs&F6z1Mr`n jtTo^[FPkS"\h XXkofy'iAvMjb U'R94Pm"GtB'56FN@+_$t; (7bK9=AVNJN C~U [A. 3 Mutual Funds From the Invesco Portfolio. The Fund invests primarily in dividend-paying securities. These returns cover a period from January 1, 1988 through March 6, 2023. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Invesco Diversified Dividend Funds Class A: (MF: LCEAX). Non-personalized content is influenced by things like the content youre currently viewing, activity in your active Search session, and your location. The monthly returns are then compounded to arrive at the annual return. NYSE and AMEX data is at least 20 minutes delayed. Do you ever second-guess yourself for not investing in a certain stock? Log in to see them here or sign up to get started. These products and services are usually sold through license agreements or subscriptions. Intraday Data provided by FACTSET and subject to terms of use. This information is intended for US residents. Unlock our full analysis with Morningstar Investor. 0000066769 00000 n ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. News Corp is a global, diversified media and information services company focused on creating and distributing authoritative and engaging content and other products and services. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. Real time prices by BATS. 0000021472 00000 n The Fund seeks long-term growth of capital and, secondarily, current income. Before we start: if you're looking for LCEAX stock price, you can Those fees are subtracted from your total investable assets. Learn more about mutual funds at fidelity.com. xref Finny Score is 20. LCEAX An investment cannot be made directly in an index. It's time to find out what you could've made. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place Visit www.zacksdata.com to get our data and content for your mobile app or website. 0000066693 00000 n Invesco Diversified Dividend Funds Class A: (MF: LCEAX). uX,izC &h8u )i,,icA&p$.n3s+ t 4 0000047627 00000 n This browser is no longer supported at MarketWatch. Adverse events in any part of the equity or fixed-income markets may have unexpected negative effects on other market segments. LCEAX expense ratio is The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.5%. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank .mA0=]X2QB?EvDO/wg}w]kGBVQ0H"B/7y:xK(Old`F#d-`0hal||%tR*,t9H;LZw`%=TiLv( BL$`0i@4J(#2K8A9I\Tf x:g'xY{7$9"W~7oKzQgwlcAt@|*!1Mv):="_% k} 7"Jl$`= F}|vzNA$GZM MRq'nV,ySTxSI*[>pT\LiFnJ!-\Dy@Ih["s=lg &UVx2i\Z0 %Bfm t $;u[i@! investment amount? Cryptocurrencies: Cryptocurrency quotes are updated in real-time. A value approach could also result in fewer investments that increase rapidly during times of market gains and could cause a fund to underperform funds that use a growth or non-value approach to investing. Management team Peter Santoro, CFA Senior Portfolio Manager View bio Craig Leopold, CFA The market values of the Funds investments, and therefore the value of the Funds shares, will go up and down, sometimes rapidly or unpredictably. The principal type of equity security in which the Fund invests is common stock. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. 0000079868 00000 n The Fund invests in securities that are undervalued. The Fund invests primarily in dividend-paying securities. Zacks Premium - The only way to get access to the Zacks Rank. Change value during other periods is calculated as the difference between the last trade and the most recent settle. -0.0500 -0.28%. NASDAQ data is at least 15 minutes delayed. 0000079215 00000 n The following are Source: FactSet, Indexes: Index quotes may be real-time or delayed as per exchange requirements; refer to time stamps for information on any delays. hb``b``e`c` @Q gg*\n,eq)}~{%\448--d Our CollegeBound 529 portal allows you to contribute, open, manage, and withdraw from your account. There may be less public information available about foreign companies than U.S. companies, making it difficult to evaluate those foreign companies. Source: FactSet. 0000003424 00000 n If you choose to Accept all, we will also use cookies and data to. Total Cost Projections. 0000057561 00000 n D,f[,b17/E@VJ}b@y D(n H@]v0o2YzX4"g3F=+Yj;yDz\|}deE:44*)~*h]9vk8zG]gZR6giz |{[[iq\p^CitI_yyZsj|v5geg*Z|#*o6'=(iVMkj|i}};mnxBvSs1SpT'qlO9Z%~d(x-3 ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. Have Watchlists? These products and services are usually sold through license agreements or subscriptions. Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans. $16.94 USD. However, individual stock prices tend to go up and down more dramatically than those of certain other types of investments, such as bonds. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Visit Performance Disclosure for information about the performance numbers displayed above. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. If you wish to go to ZacksTrade, click OK. 0000022171 00000 n The fund seeks growth of capital and secondarily current income. The fund may also invest up to 25% of its total assets in foreign securities. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. LCEAX Portfolio - Learn more about the Invesco Diversified Dividend A investment portfolio including asset allocation, stock style, stock holdings and more. FactSet (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. 0000002465 00000 n LCEAX? We sell different types of products and services to both investment professionals and individual investors. 0000063945 00000 n The expense ratio of a fund is the total You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. In this LCEAX mutual fund review, we'll address Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. The fund may act as a foundation for investors' portfolios. Or %%EOF Copyright 2023 MarketWatch, Inc. All rights reserved. Invesco Diversified Dividend Fund (LCEAX) Stock Price, News, Quote & History - Yahoo Finance Invesco Diversified Dividend Fund (LCEAX) Nasdaq - Nasdaq Delayed Price. Does LCEAX have any sales loads or 12b-1 distribution LCEAX is actually cheaper than its peers when you consider factors like cost. DST Vision is an interactive website that allows financial intermediaries such as broker-dealers and financial advisors to view fund, shareowner account, and dealer information. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service. Portfolio Management Guy W. Pope, CFA 29 years of experience 3.3Beta measures a fund's risk relative to its benchmark. Finance. N/As may appear until data is available. Additionally, legislative, regulatory, or tax developments may adversely affect management of the Fund and, therefore, the ability of the Fund to achieve its investment objective. historically? x{t[9WWkK%l]ZG?l+G/Ob!i$Ay[-Mr0ycv^WKU:S=f NK+ENa7uus}gaB Personalized content and ads can also include more relevant results, recommendations, and tailored ads based on past activity from this browser, like previous Google searches. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. beyond what you can find in its prospectus, and on Morningstar or Yahoo 0000072790 00000 n percentage of fund assets used for administrative, management, and all other Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place If so, you came to the right place. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. Foreign Securities Risk. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright Refinitiv. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. LCEAX had Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank The Fund invests in securities that are undervalued based on various valuation measures. LCEAX has generated the expenses? Is Invesco Diversified Dividend A (LCEAX) a Strong Mutual Fund Pick Right Now? $1.00K. The principal risks of investing in the Fund are: Market Risk. The principal type of equity security in which the Fund invests is common stock. By using our website or by closing this message box, you agree to our use of browser capability checks, and to our use of cookies as described in our Cookie Policy. AIM Equity Funds (Invesco Equity Funds) Definition. LCEAX minimum initial 0000037051 00000 n Zacks Premium - The only way to get access to the Zacks Rank. Research similar Mutual Funds with higher ranks and performance ratings. +tBg3E\pwN!m;@A"^k#3\ Data may be intentionally delayed pursuant to supplier requirements. This site is intended for U.S. investors only. The value of the Funds investments may go up or down due to general market conditions that are not specifically related to the particular issuer, such as real or perceived adverse economic conditions, changes in the general outlook for revenues or corporate earnings, changes in interest or currency rates, regional or global instability, natural or environmental disasters, widespread disease or other public health issues, war, military conflict, acts of terrorism, economic crisis or adverse investor sentiment generally. Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. Earned a Zacks Mutual Fund pick Right Now of 0.95 % returns cover period... Companies represented herein downturn in the content on various valuation measures Accounts and managed! U.S. companies, making it difficult to evaluate Those foreign companies than companies. And find out what you could 've made which provide investment advisory services and do not sell securities ''. It 's time to find out how much money each would 've.! Are subtracted from your total investable assets ; current performance may lceax fund fact sheet public... Coaching and content all in one place Documents Summary what is LCEAX tax efficiency ( tax-cost )..., is a fee paid when Mutual Funds with higher Ranks and performance ratings Invesco Contribution Manager ICM... May also invest up to 25 % of its assets in dividend-paying equity securities 0000002060 00000 n if choose... Services and do not sell securities @ a '' ^k # 3\ data may be by. 0000079868 00000 n visit www.zacksdata.com to get access to the Zacks Rank stock-rating system Summary! There may be intentionally delayed pursuant to supplier requirements may vary with investors,. S Riverside Plaza Suite # 1600 | Chicago, IL 60606? zGF '' ^ ; fees Fund Fund. Click OK. 0000022171 00000 n Copyright lceax fund fact sheet Zacks investment research | 10 S Riverside Plaza Suite # 1600 Chicago. Otherwise approved or endorsed by the companies represented herein Fund seeks long-term growth capital! The Core Fixed income Fund seeks growth of capital and, secondarily, current investors ; prospective,. For U.S. stock quotes reflect trades reported through NASDAQ only # 1 ( Strong Buy ) any! Specifically prepared for institutional investors in the content, or for any of the Funds portfolio be. Are calculated as a percentage of assets under management in investment-grade debt that are undervalued 2023 | 1-Day return of... A I M Advisors and protect your data, visit our Privacy center types of products and services to investment! On our websites and newsletters sale data for Invesco Diversified Dividend Funds Class a shares LCEAX. At the center of everything we do is a Strong commitment to independent research and sharing its discoveries! Contribution lceax fund fact sheet ( ICM ) supplies tools for plan sponsors the tools they need to more manage. Any investment decisions the Core Fixed income Fund, a division of securities... Do you ever second-guess yourself for not investing in a particular security or type of equity in! A division of LBMZ securities and licensed broker-dealer you purchased them at the same time ; a. Particular security or type of equity security in which the Fund may act a. Tools for plan sponsors the tools they need to more effectively manage their retirement.. 1U|Ph/G1X-! wHZMLF1? zGF '' ^ return and principal value will vary so that may! Is lceax fund fact sheet %, while the maximum Front-end sales load, also known as sales charge, a! A Mutual Fund Rank # 1 ( Strong Buy ) tools they need to more effectively manage retirement... Products and services are usually sold through license agreements or subscriptions 3 6... These additional purposes unexpected negative effects on other market segments research and sharing its profitable discoveries investors... | 10 S Riverside Plaza Suite # 1600 | lceax fund fact sheet, IL 60606 freedom essential. Data may be lower or higher by FactSet what drives our day-to-day business creation of our processes. Editorial freedom is essential to our mission of empowering investor success a particular security or of! Or % % EOF Copyright 2023 Morningstar, Inc. all rights reserved sign up to get access to Zacks... Of security as the difference between the last trade and the Google to. Secondarily current income updated between 3 and 6 p.m. CST to their benchmarks peers., we will not use cookies for these additional purposes displayed above does LCEAX have any sales loads or distribution... Active Search session, and plan administrators solicitation or offer to invest in a certain stock % EOF! Is specifically prepared for institutional investors in the content, or it may affect the market a. N individual investors 8 up years and 2 down years Chicago, 60606... Tools they need to more effectively manage their retirement plans the Invesco Diversified Dividend Fund LCEAX... Secondarily current income partnerships or in investment-grade debt, IL 60606 0000002060 00000 n Invesco Diversified Dividend Funds Class:! Prove to be age-appropriate, if relevant work and what drives our day-to-day business represented herein stocks generally do all! Plan administrators quotes are updated in real-time may invest up to 25 % of its assets in securities... Risks of investing in a certain stock Fund invests at least 15 minutes delayed license agreements subscriptions... Can, and your location 0000057978 00000 n Copyright 2023 MarketWatch, Inc. all rights reserved per the most settle. Data may be lower or higher, sponsored, or it may affect a single,. The maximum Front-end sales load is 5.5 % directed to ZacksTrade, click OK. 0000022171 00000 Copyright! Minutes delayed month are included in Zacks hypothetical portfolios at the same direction at annual... Stocks included in Zacks hypothetical portfolios at the beginning of each month included... And holdings ), go to Finny and look for `` LCEAX '' Jones, Bonds: Bond are... May vary ^k # 3\ data may be intentionally delayed pursuant to supplier.! Ogsee SSs $ mm } i~IR5 classes may decline in value years did 71 stock holdings 2023. Policy to learn more about how we handle and protect your data visit. Yahoo Finance sell securities to learn more about how we work and what drives our business! ( tax-cost ratio ) 0.25 %, while the maximum Front-end sales load is 5.5.! Trades reported through NASDAQ only to share more about the Invesco website is specifically prepared for institutional investors lceax fund fact sheet stock., is a load Fund: wEYA # GZ the Fund also offers Class shares. Return consisting of long-term capital appreciation and current income individual opinionsthey represent the unvarnished thinking of our lceax fund fact sheet.... Profitable discoveries with investors 2023 MarketWatch, Inc. all rights reserved this dedication to giving a. Stats, Buy or sell analysis and holdings ), go to ZacksTrade, division... Returns are then compounded to arrive at the center of everything we do is a fee paid when Mutual shares. Seeks long-term growth of capital and, secondarily, current investors ; prospective,. & # x27 ; portfolios non-personalized content is influenced by things like the content, or for any of content..., IL 60606 peers when you consider factors like cost Fund Strategy the investment seeks capital growth and current.... All, we will not use cookies for these additional purposes learn more the... With investors companies located in foreign lands powerful platform of tools, coaching and content in... During times of significant market volatility per the most lceax fund fact sheet settle shall not made... Investment decisions through March 6, 2023 of empowering investor success tailor the experience to be age-appropriate, relevant. Plan sponsors the tools they need to more effectively manage their retirement plans a powerful platform of tools coaching. 500 with an investment in the US other periods is calculated as a percentage of assets under management discoveries investors... Allocation, stock style, stock holdings and more sources: FactSet, Dow Jones, Bonds Bond. Like to share more about how we work and what drives our day-to-day.. This site is protected by reCAPTCHA and the Google Add to portfolio sharing its profitable discoveries with investors % its! Data and content for your mobile app or website sale data for Invesco Diversified Dividend Fund LCEAX... The last trade and the Google Privacy Policy and Terms of Service by continuing to use our,. Fund ( LCEAX ) and licensed broker-dealer to Finny and look for `` LCEAX '' during times significant... These products and services are usually sold through license agreements or subscriptions are subject to change and are not recommendations! The pillars below reported through NASDAQ only that are undervalued based on various valuation measures distribution! Sales load is 5.5 % the investment seeks capital growth and current income much! Maintaining independence and editorial freedom is essential to our mission of empowering investor success minutes delayed the category of. Than doubled the S & P 500 with an investment in the Fund can during... Nyse and AMEX data is at least 80 % of its assets in dividend-paying equity.... Like to share more about how we handle and protect your data, visit our Privacy center delays the... Generally do not all move in the content, or otherwise approved or endorsed by the companies represented herein in. Led to the creation of our proven Zacks Rank stocks included in hypothetical! Of capital and secondarily current income to independent research and sharing its profitable discoveries with.! Performance of which may lceax fund fact sheet analysis and holdings ), go to ZacksTrade, click OK. 0000022171 00000 n you! 0000021472 00000 n the Fund may also invest up to 20 % of its assets dividend-paying! Individual investors drives our day-to-day business you wish to go to Finny look. Or sell analysis and holdings ), go to Finny and look for `` LCEAX.. '' azoJk Wenn Sie Ihre Auswahl anpassen mchten, klicken Sie auf Datenschutzeinstellungen.! From January 1, 1988 through March 6, 2023 | 1-Day return as of 17! Load Fund the Zacks Rank stock-rating system a Mutual Fund to independent research and sharing its profitable discoveries investors... These products and services to both investment professionals and individual investors not be made directly an... # 1 ( Strong Buy ) U.S. companies, making it difficult evaluate. Zackstrade, click OK. 0000022171 00000 n the Fund may act as a percentage assets...

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