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BNY Mellon Developed Markets RE Scs - C DGBCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 7.81  /  +2.23 %
  • Total Assets 294.9 Mil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.65%
  • Turnover 55%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis DGBCX

Will DGBCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in BNY Mellon Developed Markets RE Scs-C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

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Portfolio Holdings DGBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

5.90 16.9 Mil
Real Estate

Prologis Inc

5.46 15.6 Mil
Real Estate

Realty Income Corp

3.58 10.3 Mil
Real Estate

Welltower Inc

3.15 9.0 Mil
Real Estate

Extra Space Storage Inc

3.09 8.9 Mil
Real Estate

Digital Realty Trust Inc

2.79 8.0 Mil
Real Estate

Ventas Inc

2.79 8.0 Mil
Real Estate

Equity Residential

2.45 7.0 Mil
Real Estate

Public Storage

2.23 6.4 Mil
Real Estate

Sun Communities Inc

2.20 6.3 Mil
Real Estate