BNY Mellon Dynamic Value’s skilled managers and a rigorous, catalyst-driven process make this a compelling option in the large-value Morningstar Category, though investors should be clear-eyed about volatility. Higher fees lessen the attraction of some fund share classes, but not this strategy’s exchange-traded fund and separately managed accounts.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BKDV’s performance objective and investment process is for both security selection and portfolio construction.
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