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BNY Mellon Sm/Md Cp Gr A DBMAX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 25.10  /  +1.33 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 36%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 12:04 AM GMT+0

Morningstar’s Analysis DBMAX

Will DBMAX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit BNY Mellon Sm/ Md Cp Gr A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings DBMAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CoStar Group Inc

3.12 70.4 Mil
Real Estate

HubSpot Inc

3.11 70.3 Mil
Technology

Planet Fitness Inc Class A

3.07 69.3 Mil
Consumer Cyclical

Twilio Inc Class A

2.91 65.7 Mil
Communication Services

EQT Corp

2.73 61.7 Mil
Energy

Sarepta Therapeutics Inc

2.58 58.3 Mil
Healthcare

Freshpet Inc

2.48 56.0 Mil
Consumer Defensive

DexCom Inc

2.35 53.0 Mil
Healthcare

Lululemon Athletica Inc

2.22 50.1 Mil
Consumer Cyclical

Ollie's Bargain Outlet Holdings Inc

2.22 50.0 Mil
Consumer Defensive