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Aim Equity Funds Invesco Diversified Dividend Funds Cl A: (MF: LCEAX)

(NASDAQ Mutual Funds) As of Apr 1, 2020 08:00 PM ET

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$14.98 USD

-0.38 (-1.99%)

Zacks MF Rank 3-Hold     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 29, 2020

Total Return %* Percentile Rank Objective
YTD -11.55 69
3 months -8.77 64
6 months -3.91 86
1 Year 0.62 62
3 Year 2.42 80
5 Year 4.78 63
10 Year 9.46 66

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 97.60
Bear Market (10/07 - 2/09) -44.51
Bull Market (2/09 - 9/19) 337.08

Load Adjusted Returns as of Feb 29, 2020

1 Year 18.50
5 Year 6.61
10 Year 10.35
Since Inception 7.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 11.53 3.28 3.25 5.11
2018 -3.70 1.51 3.72 -9.04
2017 2.38 0.76 1.89 2.96
2016 5.21 3.40 0.12 4.94
2015 2.05 -0.13 -2.61 2.58

Annual Return

20202019201820172016201520142013201220112010
% Total Return -11.5525.02-7.778.2414.311.8211.9628.9917.20-0.1915.11
% Total Return Rel to Index -3.28-6.46-3.37-13.552.370.43-1.67-3.391.20-2.290.05
% Total Return Rel to Peer -1.58-0.62-0.21-9.162.995.033.070.033.190.391.05
% Perf Quintile vs Peer* 3.004.003.005.002.001.002.004.001.003.002.00
% Dividends 0.000.460.450.360.310.300.270.240.240.200.23
% Yield 2.332.072.351.661.501.561.381.351.671.591.81
Capital Gains ($) 0.000.570.890.160.470.740.370.160.210.140.00
Expense Ratio 0.000.810.790.800.800.820.830.860.910.941.01

* 1 = Top 20%, 5 = Bottom 20%