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10 important things you should know about Invesco LCEVX mutual fund
- 15-year return above the benchmark
- Low net assets
- 3-year return below the benchmark
- 5-year return below the benchmark
- 10-year return below the benchmark
- High expense ratio
- Sales load and/or distribution fees
Before we start: if you’re looking for LCEVX “stock” price, you can quickly find it out by visiting Finny and typing "LCEVX quote". If you’re looking for a quick scoop on LCEVX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "LCEVX". You’ll get all this info in one place.
Are you looking to buy or sell LCEVX? Or perhaps you’re looking for LCEVX fact sheet, and learn about its alternatives? If so, you came to the right place.
In this LCEVX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.
Here is what you’ll be able to find in this review:
- Fact Sheet: LCEVX performance, returns, expense ratio, holdings and dividend yield;
- Analysis: LCEVX buy or sell; the pros and cons of investing in LCEVX mutual fund;
- Alternatives: other ETFs and mutual funds you should consider as alternatives to LCEVX.
And here is the list of questions we’ll answer:
- Describe AIM Equity Funds (Invesco Equity Funds): Invesco Diversified Dividend Fund; Class C Shares (LCEVX).
- What are LCEVX holdings?
- What is LCEVX performance? What are LCEVX historical returns?
- What is LCEVX dividend yield?
- What is LCEVX minimum initial investment amount?
- Does LCEVX have any sales loads or 12b-1 distribution expenses?
- What is LCEVX Finny Score? LCEVX buy or sell?
- What are the pros of investing in LCEVX? What are LCEVX buy reasons?
- What are the cons of investing in LCEVX? What are LCEVX sell reasons?
So let’s start. Scroll down to the question that interests you the most.
1. Describe AIM Equity Funds (Invesco Equity Funds): Invesco Diversified Dividend Fund; Class C Shares (LCEVX).
The Fund seeks long-term growth of capital and, secondarily, current income. The Fund invests primarily in dividend-paying securities. The principal type of equity security in which the Fund invests is common stock. The Fund invests in securities that are undervalued based on various valuation measures.
2. What are LCEVX top holdings?
LCEVX has 71 stock holdings and 0 bond holdings.
The top 10 holdings represent 28.22% of total assets. Here are the top holdings:
|General Mills Inc||GIS||3.89%|
|Procter & Gamble Co||PG||3.66%|
|Dominion Energy Inc||D||2.95%|
|Campbell Soup Co||CPB||2.67%|
|Mondelez International Inc Class A||MDLZ||2.46%|
|The Hartford Financial Services Group Inc||HIG||2.31%|
3. What is LCEVX performance? What are LCEVX historical returns?
LCEVX has generated the following returns:
- 1-month return is 0.20%;
- 3-month return is 1.57%;
- 1-year return is 1.57%;
- 3-year return is 8.13%;
- 5-year return is 7.86%;
- 10-year return is 10.96%;
- 15-year return is 7.00%.
4. What is LCEVX dividend yield?
LCEVX yield is 1.22%.
5. What is LCEVX minimum initial investment amount?
LCEVX minimum initial investment amount is $1.00K.
6. Does LCEVX have any sales loads or 12b-1 distribution expenses?
LCEVX 12b-1 distribution fee is 1. LCEVX front-end sales load is 0. LCEVX back-end sales load is 1.
7. What is Finny Score? buy or sell?
Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.
8. What are the pros of investing in LCEVX? What are LCEVX buy reasons?
The following are LCEVX strengths from our perspective:
- LCEVX 15-year return is 7%, which is in line with the 15-year return of the benchmark index (Russell 1000 Value TR USD), 7.64%.
9. What are the cons of investing in LCEVX? What are LCEVX negatives?
The following are LCEVX weaknesses from our perspective:
- LCEVX net assets are $270.10 million. This fund is not a popular choice with retail investors.
- LCEVX 3-year return is 8.13%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 10.82%.
- LCEVX 5-year return is 7.86%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 11.6%.
- LCEVX 10-year return is 10.96%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 13.58%.
- LCEVX expense ratio is 1.58%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
- Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.