Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
BNY Mellon Sm/Md Cp Gr C DBMCX
- NAV / 1-Day Return 19.81 / +0.87 %
- Total Assets 1.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.820%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 36%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 PM GMT+0
Morningstar’s Analysis DBMCX
Will DBMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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Twilio Inc Class A | 2.25 | 46.5 Mil | Communication Services |