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Morningstar

Invesco Diversified Dividend R5 DDFIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.16  /  1.28 %
  • Total Assets 11.9 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.16%
  • Turnover 39%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DDFIX

Will DDFIX 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 DDFIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DDFIX 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 DDFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still settling in.

Senior Analyst

Summary

| by Stephen Welch

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.

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