Invesco Diversified Dividend’s new lead manager is still implementing his vision for the team and process. It earns a Morningstar Analyst Rating of Neutral until the shifts take hold.
Invesco Diversified Dividend Investor LCEIX
NAV / 1-Day Return
18.30
/
0.16
%
Total Assets
11.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.700%
Expense Ratio
0.700%
Fee Level
Below Average
Longest Manager Tenure
6.34
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
1,000
Status
Limited
TTM Yield
1.82%
Turnover
34%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LCEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCEIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LCEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LCEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still settling in.
