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Morningstar

BNY Mellon Opportunistic Midcap Value C DVLCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 23.95  /  +0.97 %
  • Total Assets 398.9 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:50 PM GMT+0

Morningstar’s Analysis DVLCX

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

  • People Pillar

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

Improving.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Opportunistic Midcap Value is a decent proposition.

by Katie Rushkewicz Reichart
Rated on Published on

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Portfolio Holdings DVLCX

More DVLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aramark

2.46 10.5 Mil
Industrials

MKS Instruments Inc

2.24 9.6 Mil
Technology

Constellation Energy Corp

2.23 9.5 Mil
Utilities

Centene Corp

2.02 8.6 Mil
Healthcare

Digital Realty Trust Inc

1.98 8.5 Mil
Real Estate

Dreyfus Instl Preferred Gov Plus MMkt

1.97 8.4 Mil
Cash and Equivalents

Valero Energy Corp

1.97 8.4 Mil
Energy

Johnson Controls International PLC

1.97 8.4 Mil
Industrials

Rentokil Initial PLC ADR

1.96 8.4 Mil
Industrials

Akamai Technologies Inc

1.94 8.3 Mil
Technology