Invesco Diversified Dividend Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#118 in Large Value

U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.56 percent over the past year, 13.50 percent over the past three years, 22.35 percent over the past five years, and 8.06 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year 22.6%
3 Years (Annualized) 13.5%
5 Years (Annualized) 22.4%
10 Years (Annualized) 8.1%

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Summary

The investment seeks long-term growth of capital and, secondarily, current income. 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% of its net assets in securities of foreign issuers. It may also invest up to 20% of its net assets in investment-grade debt securities of U.S. issuers.

Fees

Fees are Low compared to funds in the same category.
Invesco Diversified Dividend Fund has an expense ratio of 0.86 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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