LCEVX

About LCEVX

The Invesco Diversified Dividend Fund Class C is a mutual fund designed to provide long-term capital growth and, secondarily, current income. Employing a total return strategy, the fund primarily invests in dividend-paying equity securities that portfolio managers deem undervalued based on various financial metrics. Its portfolio spans multiple sectors of the U.S. economy, with top holdings in prominent companies such as JPMorgan Chase, Walmart, UnitedHealth, and Johnson & Johnson. The fund is structured to balance capital appreciation with principal preservation, making it suitable as a foundational piece within diversified portfolios. Benchmarking against the Russell 1000 Value Total Return Index, the fund typically holds a variety of large-cap stocks, positioning itself to benefit from both growth and stability within the equity market. With a history dating back to 2001 and significant assets under management, the Invesco Diversified Dividend Fund Class C plays a notable role for investors seeking both income and long-term capital growth opportunities through a disciplined, value-oriented investment approach.