3 / 5 Stars
3 3 5 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#98 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.89 percent over the past year, 15.28 percent over the past three years, 18.01 percent over the past five years, and 8.41 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.7%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||8.4%|
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 are Low compared to funds in the same category.
Invesco Diversified Dividend Fund has an expense ratio of 0.86 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.