This year has once again demonstrated how BNY Mellon Dynamic Value's volatility cuts both ways. The fund's A, Y, and I share classes receive a Morningstar Analyst Rating of Bronze under the enhanced methodology, while the C shares receive a Neutral rating.
Will DAGVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DAGVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DAGVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DAGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.