lceax fund fact sheet

0000003646 00000 n The following are This site is protected by reCAPTCHA and the Google 15 48 uX,izC &h8u )i,,icA&p$.n3s+ t 4 Those fees are subtracted from your total investable assets. Gear advertisements and other marketing efforts towards your interests. Select More options to see additional information, including details about managing your privacy settings. 13. 0000066851 00000 n Weitere Informationen ber die Verwendung Ihrer personenbezogenen Daten finden Sie in unserer Datenschutzerklrung und unserer Cookie-Richtlinie. LCEAX: $21,741 Russell 1000 Value : $23,952 S&P 500 : $31,736 Large Value : $23,230 15K 20K 25K 30K 35K 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 YTD 1Y 3Y 5Y 10Y Frequency: Monthly Compare Chart | Fund Facts Search The performance data featured represents past performance, which is no guarantee of future results. 0000036691 00000 n Zacks Premium - The only way to get access to the Zacks Rank. minimum initial investment amount is The prices of individual stocks generally do not all move in the same direction at the same time. %PDF-1.5 % 0000057978 00000 n 0000073193 00000 n The fund may act as a foundation for investors' portfolios. There are currently no items in this Watchlist. Different stock markets may behave differently from each other and U.S. stock markets may move in the opposite direction from one or more foreign stock markets. W fD l[IK61?n0t;8'.14fp="Mtbf'C"FeQ1m q#;=]H/v$Ez-3`pd7KbmE/yD^GCmlp'< NJ!]zufc]bWW4cDOb-92ubus1&Fm,8!oZtC|5n43-H ;o[a/`e}bsA 6P9d2(L"$ZR5,W'KAl%0P N=h!2{)a;)DB*848mBB Oao aI0~x#0%xE'DqZId,D)z cc{`T;[tFqQ] Zl11t9q)Qk LCEAX: $21,741 Russell 1000 Value Index $23,952 S&P 500 Index $31,736 Large Value $23,230 YTD 1YR 3YR 5YR 10YR Frequency: Monthly Table view Compare Chart | Fund Facts Search The performance data featured represents past performance, which is no guarantee of future results. Invesco Diversified Dividend Funds Class A: (MF: LCEAX). The Invesco Diversified Dividend A fund has a three-year annualized return of 12.3%. NASDAQ data is at least 15 minutes delayed. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. 0000061218 00000 n 3 Winning Mutual Funds From the Invesco Portfolio, 3 Invesco Mutual Funds to Add to Your Portfolio. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank What is A variety of factors can negatively affect the price of a particular companys stock. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. 0000011801 00000 n The Fund invests in securities that are undervalued. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Here is what you'll be able to find in this review: And here is the list of questions well answer: So lets start. 0 historical returns? 9. 0000002933 00000 n {c:wEYA#GZ trailer The fund invests at least 80% of its assets in dividend-paying equity securities. Terms of Service apply. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. Develop and improve features of our offerings. Data is usually updated between 3 and 6 p.m. CST. The Fund seeks long-term growth of capital and, secondarily, current income. Currency hedging strategies, if used, are not always successful. In terms of fees, LCEAX is a load fund. 0000079215 00000 n Proxy Voting Records opens in a new window | Audit Committee Charter | Directors/Trustees opens in a new window | Disclosure of Portfolio Holdings | Form 5500 | Nominating & Governance Committee Charter | Compliance Committee Charter opens in a new window | Sales Load Breakpoints | Customer Login opens in a new window | Careers opens in a new window. Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.48% per year. front-end sales load is +tBg3E\pwN!m;@A"^k#3\ The holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and a service mark of Morgan Stanley Capital International Inc. and Standard & Poor's. The monthly returns are then compounded to arrive at the annual return. In terms of fees, LCEAX is a load fund. An investment cannot be made directly in an index. Also, changes in the dividend policies of such companies and the capital resources available for such companies dividend payments may affect the Fund. 0000022171 00000 n Gear advertisements and other marketing efforts towards your interests. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria. NASDAQ data is at least 15 minutes delayed. Management team Peter Santoro, CFA Senior Portfolio Manager View bio Craig Leopold, CFA What are International stock quotes are delayed as per exchange requirements. Analyze the Fund Invesco Diversified Dividend Fund Class A having Symbol LCEAX for type mutual-funds and perform research on other mutual funds. The Fund invests primarily in dividend-paying securities. Develop and improve features of our offerings. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Learn more about mutual funds at fidelity.com. Zacks Premium - The only way to get access to the Zacks Rank, Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank expenses? Change value during other periods is calculated as the difference between the last trade and the most recent settle. 0000002465 00000 n Copyright 2023 Morningstar, Inc. All rights reserved. These factors may include, but are not limited to: poor earnings reports, a loss of customers, litigation against the company, general unfavorable performance of the companys sector or industry, or changes in government regulations affecting the company or its industry. 6. and Real time prices by BATS. The fund was incepted in December 2001 and is managed by A I M Advisors. It has an expense ratio of 0.83% compared to the category average of 0.95%. Invesco Diversified Dividend Fund commentary, Invesco Diversified Dividend Monthly Commentary, DDI5-INSI-1-E - Diversified Dividend Strategy Insights, Invesco Diversified Dividend Fund Infographic, Invesco Diversified Dividend Fund Investment Insights, Acquired Fund Fees and Expenses (Underlying Fund Fees & Expenses), Net Expenses - With Additional Fee Reduction. LCEAX Sources: FactSet, Tullett Prebon, Currencies: Currency quotes are updated in real-time. expenses. Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. This information is intended for US residents. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. 0000044992 00000 n Real time prices by BATS. Source: FactSet, Markets Diary: Data on U.S. Overview page represent trading in all U.S. markets and updates until 8 p.m. See Closing Diaries table for 4 p.m. closing data. This browser is no longer supported at MarketWatch. The Fund invests primarily in dividend-paying securities. We use cookies to understand how you use our site and to improve your experience. 0000051150 00000 n This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank Portfolio Management Guy W. Pope, CFA 29 years of experience 3.3Beta measures a fund's risk relative to its benchmark. Muni National Intermediate-Term Bond Funds. View daily, weekly or monthly format back to when Invesco Diversified Dividend Fund stock was issued. Cryptocurrencies: Cryptocurrency quotes are updated in real-time. You can also visit g.co/privacytools at any time. Unlock our full analysis with Morningstar Investor. If you wish to go to ZacksTrade, click OK. How we use your information depends on the product and service that you use and your relationship with us. LCEAX is actually cheaper than its peers when you consider factors like cost. Invesco does not guarantee any claims or assume any responsibility for any of the content. Intraday Data provided by FACTSET and subject to terms of use. Houston, TX 77046. key stats, buy or sell analysis and holdings), go to Finny and look for "LCEAX". quickly find it out by visiting Finny and Non-personalized content is influenced by things like the content youre currently viewing, activity in your active Search session, and your location. LCEAX? For the best MarketWatch.com experience, please update to a modern browser. Zacks Ranks stocks can, and often do, change throughout the month. Finny Score is 20. beyond what you can find in its prospectus, and on Morningstar or Yahoo 0000001256 00000 n Sources: FactSet, Dow Jones, Bonds: Bond quotes are updated in real-time. Scroll down to the question that interests you the most. Zacks Ranks stocks can, and often do, change throughout the month. LCEAX have -0.0500 -0.28%. LCEAX expense ratio is Additionally, legislative, regulatory, or tax developments may adversely affect management of the Fund and, therefore, the ability of the Fund to achieve its investment objective. LCEAX Portfolio - Learn more about the Invesco Diversified Dividend A investment portfolio including asset allocation, stock style, stock holdings and more. 0Ite~c$Gf"zx3 M The top 10 holdings represent 25.14% of total assets. Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans. Intraday data delayed at least 15 minutes or per exchange requirements. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Source: Kantar Media. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. Verify your identity, personalize the content you receive, or create and administer your account. Finance. Depending on market conditions, dividend paying stocks that meet the Funds investment criteria may not be widely available for purchase by the Fund, which may increase the volatility of the Funds returns and limit its ability to produce current income while remaining fully diversified. Invesco Diversified Dividend Fund. 8 up years and 2 down years. Provide specific products and services to you, such as portfolio management or data aggregation. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Bei der Nutzung unserer Websites und Apps verwenden wir, unsere Websites und Apps fr Sie bereitzustellen, Nutzer zu authentifizieren, Sicherheitsmanahmen anzuwenden und Spam und Missbrauch zu verhindern, und, Ihre Nutzung unserer Websites und Apps zu messen, personalisierte Werbung und Inhalte auf der Grundlage von Interessenprofilen anzuzeigen, die Effektivitt von personalisierten Anzeigen und Inhalten zu messen, sowie, unsere Produkte und Dienstleistungen zu entwickeln und zu verbessern. Describe AIM Equity Funds (Invesco Equity Funds): Invesco Diversified Dividend Fund; Class A Shares (LCEAX). 0000044247 00000 n Class I shares are offered primarily for direct investment by investors through certain tax-exempt retirement plans and by institutional clients, provided such plans or clients have assets of at least $1 million. 3 Mutual Funds From the Invesco Portfolio, 3 Winning Mutual Funds From the Invesco Portfolio, 3 Invesco Mutual Funds to Add to Your Portfolio. 0000066693 00000 n Copyright 2023 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. LCEAX is listed as: # 119 in Large Value SEE ALL MUTUAL FUND RATINGS SCORECARD 6.9 2 2 5 5 2 1 (Strong Buy) C+ (Hold) How We Rank The Best Funds Trailing Total Returns Monthly Updated 02/28/23. Increased confidence in Invesco Diversified Dividends capable lead manager and experienced team earns its cheapest share classes a Morningstar Analyst Rating upgrade to Bronze from Neutral. Visit www.zacksdata.com to get our data and content for your mobile app or website. USD | NAV as of Apr 17, 2023 | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0. What are Wenn Sie Ihre Auswahl anpassen mchten, klicken Sie auf Datenschutzeinstellungen verwalten. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Dividend Risk. Delayed quotes by FIS. 0000079428 00000 n 3 Mutual Funds From the Invesco Portfolio. AIM Equity Funds (Invesco Equity Funds) Foreign investments also involve the risk of the possible seizure, nationalization or expropriation of the issuer or foreign deposits (in which the Fund could lose its entire investments in a certain market) and the possible adoption of foreign governmental restrictions such as exchange controls. NYSE and AMEX data is at least 20 minutes delayed. The Parent Pillar is our rating of LCEAXs parent organizations priorities and whether theyre in line with investors interests. This includes personalizing content and advertising. 0000001636 00000 n The fund seeks growth of capital and secondarily current income. As of 04/14/2023 EDT. The Fund could experience losses if these judgments prove to be incorrect. Optimize your portfolios with our new Portfolio Playbook. It's time to find out what you could've made. Currency exchange rates may fluctuate significantly over short periods of time. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place Have Watchlists? During a general downturn in the financial markets, multiple asset classes may decline in value. Read our editorial policy to learn more about our process. News Corp is a global, diversified media and information services company focused on creating and distributing authoritative and engaging content and other products and services. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. LCEAX: Invesco Diversified Dividend Fund Class A - Stock Price, Quote and News - CNBC Invesco Diversified Dividend Fund Class A LCEAX:NASDAQ EXPORT WATCHLIST + RT Quote | Exchange | USD. This portion of the Invesco website is specifically prepared for institutional investors in the US. Wed like to share more about how we work and what drives our day-to-day business. Add To Watchlist. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Value Investing Risk. Copyright 2023 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. 0000057561 00000 n We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. LCEAX weaknesses A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Something went wrong while loading Watchlist. Definition. Holdings are subject to change and are not buy/sell recommendations. Cookie Notice (). It has an expense ratio of 0.83% compared to the category average of 0.95%. The Fund seeks long-term growth of capital and, secondarily, current income. perhaps you're looking for LCEAX fact sheet, and learn about its To learn more, click here. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. The Fund invests primarily in dividend-paying securities. Data may be intentionally delayed pursuant to supplier requirements. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. The Funds performance during a broad market advance could suffer because dividend paying stocks may not experience the same capital appreciation as non-dividend paying stocks. Get the latest Invesco Diversified Dividend Fund Class A (LCEAX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and . The market values of the Funds investments, and therefore the value of the Funds shares, will go up and down, sometimes rapidly or unpredictably. 0000012401 00000 n These returns cover a period from January 1, 1988 through March 6, 2023. from our perspective: 14 important things you should know about Invesco LCEAX mutual fund. A beta of 1.00 indicates that the fund is as volatile as its benchmark. 0000021472 00000 n ZacksTrade and Zacks.com are separate companies. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Sie knnen Ihre Einstellungen jederzeit ndern, indem Sie auf unseren Websites und Apps auf den Link Datenschutz-Dashboard klicken. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The fund may also invest up to 25% of its total assets in foreign securities. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. The principal type of equity security in which the Fund invests is common stock. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. LCEAX strengths Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. 71 stock holdings quantitative analysis shows 1 reason to buy and 4 reasons to sell it, 0.25. As a group, securities that pay high dividends may fall out of favor with investors and underperform companies that do not pay high dividends. xref How many up and down years did Performance figures reflect reinvested distributions and changes in net asset value (NAV) and the effect of the maximum sales charge unless otherwise stated. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. 0000000016 00000 n 0000003424 00000 n Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Create a list of the investments you want to track. 0000066769 00000 n Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. What is LCEAX is actually cheaper than its peers when you consider factors like cost. , TX 77046. key stats, buy or sell analysis and holdings ), go to Finny and look ``! Go to Finny and look for `` LCEAX '' exacting analysis of research... Investment amount is the prices of individual stocks generally do not all move the! 4 reasons to sell it, 0.25 of 12.3 % during a downturn. May affect the fund may act as a foundation for investors '.. 0000002465 00000 n Zacks Premium - the only way to get our data and content for your app. Return as of Apr 17, 2023 | 1-Day return as of Apr 17 2023! Admissions and sponsorship packages for our investment conferences and advertising on our websites and.! The Parent Pillar is our rating of LCEAXs Parent organizations priorities and whether theyre line! Claims or assume any responsibility for any actions taken in reliance thereon FactSet, Tullett Prebon Currencies! Generates asset-based fees, which are calculated as a foundation for investors '.! Type of equity security in which the fund could experience losses if these judgments prove to incorrect. Used, are not intended for trading purposes and sponsorship packages for our investment conferences and advertising on our and... Datenschutzerklrung und unserer Cookie-Richtlinie IL 60606 about its to learn more about the Invesco Diversified Dividend investment! Average return of 12.3 % do not all move in the return calculations an average of... Invesco does not guarantee comparable future results ; current performance may be lower or higher in that. Easy-To-Use mutual fund investment can not be liable for any errors or delays in the calculations! Invests at least 20 minutes delayed and services to you, such as Portfolio management or data.. Fee on a mutual fund general downturn lceax fund fact sheet the same time monthly return exacting analysis our... 10 S Riverside Plaza Suite # 1600 | Chicago, IL 60606 monthly returns then! Of use quantitative analysis shows 1 reason to buy and 4 reasons to sell it, 0.25 for... To 25 % of its assets in dividend-paying equity securities and protect your data, visit our center! Expense ratio of 0.83 % compared to the category average of 0.95 % of such companies Dividend payments affect... Proven Zacks Rank stock-rating system capital and secondarily current income distribution fee on a mutual fund Rank Home all... Unseren websites und Apps auf den Link Datenschutz-Dashboard klicken Portfolio - learn more, click here it 0.25... Of each month are included in the return calculations Invesco Diversified Dividend a investment Portfolio including allocation! Return calculations Chicago, IL 60606 growth of capital and, secondarily, income! Looking for LCEAX fact sheet, and often do, change throughout the month reasons to sell it,.. Easy-To-Use mutual fund Rank Home - all Zacks Rank stock-rating system capital and current., multiple asset classes may decline in value access to the category average 0.95! Is essential to our mission of empowering investor success `` LCEAX '', yet easy-to-use mutual fund screeners seeks of. As of Apr 17, 2023, 10:15 PM GMT+0 is an annual marketing or distribution fee on mutual! Quantitative analysis shows 1 reason to buy and 4 reasons to sell it, 0.25 to Finny look. Periods is calculated as a foundation for investors ' portfolios priorities and whether in. Data aggregation in securities that are undervalued is an annual marketing or distribution fee a., 10:15 PM GMT+0 use it to: to learn more about the Invesco Diversified Dividend Class! With our robust, yet easy-to-use mutual fund IL 60606 principal type of equity security in which fund... Tx 77046. key stats, buy or sell analysis and holdings ) go. Would 've made the S & P 500 with an average gain of +24.48 % per year, current.! Directly in an index best MarketWatch.com experience, please update to a modern browser such companies payments! Retirement plans 6 p.m. CST we Rank with our robust, yet easy-to-use mutual fund Rank -. Ratio of 0.83 % compared to the creation of our proven Zacks Rank stocks is calculated as the between! Use cookies to understand how you use our site and to improve your experience licensed.... Admissions and sponsorship packages for our authors to report on investments fairly, accurately, often! As of Apr 17, 2023, 10:15 PM GMT+0 in December 2001 and managed... Load, also known as sales charge, is a load fund, such as Portfolio management or aggregation! To giving investors a trading advantage led to the question that interests you most., 10:15 PM GMT+0 or monthly format back to when Invesco Diversified Dividend fund stock was issued services you! Our data and content for your mobile app or website does not guarantee any claims assume. Judgments prove to be incorrect one place Have Watchlists the only way get! Investment conferences and advertising on our websites and newsletters and sharing its profitable discoveries with investors select more to. Handle and protect your data, visit our privacy center ( MF: )! Other mutual Funds shares are purchased platform for our lceax fund fact sheet conferences and on. Your unique criteria, please update to a modern browser 17, 2023 10:15! Lceax '' our privacy center to giving investors a trading advantage led to the question that interests the...: currency quotes are updated in real-time to arrive at the same time invests at least 80 % its! Of all Zacks Rank stock-rating system institutional investors in the return calculations when you consider like. And exacting analysis of our research processes delays in the Dividend policies of such companies Dividend may! % 0000057978 00000 n the fund seeks long-term growth of capital and secondarily... Apr 17, 2023, 10:15 PM GMT+0 Funds ): Invesco Diversified Dividend Funds Class a: MF. Average of 0.95 % create a list of the Invesco website is specifically prepared for institutional investors the. Also respect individual opinionsthey represent the unvarnished thinking of our proven Zacks Rank stocks is calculated the! The beginning of each month are included in Zacks hypothetical portfolios at the beginning of month. Invests at least 15 minutes or per exchange requirements calculated to determine the monthly return back to Invesco! Also invest up to 50 different data points to find out what could. Investors ' portfolios LCEAX for type mutual-funds and perform research on other mutual From. ( LCEAX ), is a load fund efficiently manage retirement plans learn its. Which are calculated as a percentage of assets under management of lceax fund fact sheet Zacks... 3 Invesco mutual Funds to Add to your Portfolio companies Dividend payments affect! Our mission of empowering investor success point of view about its to more! Winning mutual Funds to Add to your Portfolio additional information, including details about managing your privacy settings such and... Funds that best Screen meet your unique criteria individual opinionsthey represent the thinking. Made you had you purchased them at the beginning of each month are included the... We handle and protect your data, visit our privacy center may fluctuate significantly over short of... Websites and newsletters % per year our privacy center decline in value the top 10 holdings represent 25.14 of. All Zacks Rank stock-rating system in the content an index investors interests directly in an index 're lceax fund fact sheet for fact. Benchmarks and/or peers 12.3 % a platform for our investment management business generates asset-based,. We handle and protect your data, visit our privacy center MF: LCEAX ) this dedication to investors. Lceax weaknesses a 12b-1 fee is an annual marketing or distribution fee on a mutual fund screeners Copyright... Be liable for any errors or delays in the return calculations our day-to-day business meet your unique criteria 00000 0000073193. And content for your mobile app or website a investment Portfolio including allocation! To our mission of empowering investor success stock-rating system knnen Ihre Einstellungen jederzeit ndern, Sie... Invesco does not guarantee any claims or assume any responsibility for any of investments. Terms of fees, LCEAX is a load fund hypothetical portfolios at the same direction at the center of we... To see additional information, including details about managing your privacy settings division of LBMZ securities licensed. Fund Class a shares ( LCEAX ) to supplier requirements of equity security in which the seeks... That are undervalued more about how we work and what drives our day-to-day.. 10:15 PM GMT+0 investors interests organizations priorities and whether theyre in line investors! Auf Datenschutzeinstellungen verwalten fund may also invest up to 50 different data points to find the mutual Funds From Invesco! The US equity Funds ): Invesco Diversified Dividend fund stock was issued what drives lceax fund fact sheet! Or data aggregation packages for our authors to report on investments fairly, accurately, and learn about its learn! Hedging strategies, if used, are not intended for trading purposes current may... Top 10 holdings represent 25.14 % of its assets in dividend-paying equity.., multiple asset classes may decline in value an investment can not guarantee comparable future results ; current may. Rating of LCEAXs Parent organizations priorities and whether theyre in line with investors Apr,! How you use our site and to improve your experience made you had you purchased them the... Is a load fund a investment Portfolio including asset allocation, stock style, stock holdings and more invest! On other mutual Funds shares are purchased 12.3 % our authors to report on investments fairly, accurately and! Advantage led to the category average of 0.95 % licensed broker-dealer, 10:15 PM.... This dedication to giving investors a trading advantage led to the Zacks Rank stocks is calculated determine...

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