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Invesco Diversified Dividend R5 DDFIX

Analyst rating as of
NAV / 1-Day Return
21.72  /  0.82 %
Total Assets
13.9 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Below Average
Longest Manager Tenure
7.76 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.22%
Turnover
8%
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Morningstar’s Analysis

Will DDFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A new manager in charge.

Summary

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Invesco Diversified Dividend's longtime manager Meggan Walsh plans to retire on June 30, 2021, which lowers our conviction in the team and process. That drops the Morningstar Analyst rating of the fund's cheapest share classes to Neutral from Silver and Bronze, while the most expensive one stays at Neutral.

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