Invesco Diversified Dividend Fund Quote
| LCEIX Fund | USD 18.11 0.09 0.49% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Invesco Diversified is trading at 18.11 as of the 15th of April 2024; that is -0.49 percent down since the beginning of the trading day. The fund's open price was 18.2. Invesco Diversified has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Invesco Diversified Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of March 2024 and ending today, the 15th of April 2024. Click here to learn more.
The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25 percent of its net assets in securities of foreign issuers. More on Invesco Diversified Dividend
Moving together with Invesco Mutual Fund
| 0.98 | OARDX | Oppenheimer Rising | PairCorr |
| 0.94 | AMHYX | Invesco High Yield | PairCorr |
| 0.95 | ODVCX | Oppenheimer Developing | PairCorr |
| 0.84 | FTCHX | Invesco Technology | PairCorr |
Invesco Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Invesco Funds, Large Value Funds, Large Value, Invesco (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Invesco Diversified Dividend [LCEIX] is traded in USA and was established 15th of April 2024. Invesco Diversified is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Value category and is part of Invesco family. This fund now has accumulated 11.35 B in assets with no minimum investment requirementsInvesco Diversified is currently producing year-to-date (YTD) return of 6.66% with the current yeild of 0.02%, while the total return for the last 3 years was 7.51%.
Check Invesco Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Diversified Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Diversified Dividend Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care |
| HIG | Hartford Financial Services | Stock | Financials |
| T | ATT Inc | Stock | Communication Services |
| PPL | PPL Corporation | Stock | Utilities |
| PG | Procter Gamble | Stock | Consumer Staples |
| MTB | MT Bank Corp | Stock | Financials |
| MDLZ | Mondelez International | Stock | Consumer Staples |
Invesco Diversified Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Diversified jumping above the current price in 90 days from now is about 48.4%. The Invesco Diversified Dividend probability density function shows the probability of Invesco Diversified mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Diversified has a beta of 0.9135. This indicates Invesco Diversified Dividend market returns are sensitive to returns on the market. As the market goes up or down, Invesco Diversified is expected to follow. Additionally, invesco Diversified Dividend has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Invesco Diversified to move above the current price in 90 days from now is about 48.4 (This Invesco Diversified Dividend probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Diversified Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Diversified market risk premium is the additional return an investor will receive from holding Invesco Diversified long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Diversified. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Diversified's alpha and beta are two of the key measurements used to evaluate Invesco Diversified's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4464 | |||
| Semi Deviation | 0.5206 | |||
| Standard Deviation | 0.5998 | |||
| Variance | 0.3597 |
Invesco Diversified Against Markets
Picking the right benchmark for Invesco Diversified mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Diversified mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Diversified is critical whether you are bullish or bearish towards Invesco Diversified Dividend at a given time. Please also check how Invesco Diversified's historical prices are related to one of the top price index indicators.
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| All Next | Launch Module |
How to buy Invesco Mutual Fund?
Before investing in Invesco Diversified, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Diversified. To buy Invesco Diversified fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Diversified. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Diversified fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Diversified Dividend fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco Diversified Dividend fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Invesco Diversified Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Invesco Diversified Dividend?
The danger of trading Invesco Diversified Dividend is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Diversified is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Diversified. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Diversified is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Diversified Dividend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.