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BNY Mellon Sm/Md Cp Gr C DBMCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 19.79  /  −0.70 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 36%

USD | NAV as of May 30, 2024 | 1-Day Return as of May 30, 2024, 10:10 PM GMT+0

Morningstar’s Analysis DBMCX

Will DBMCX 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 C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

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Portfolio Holdings DBMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CoStar Group Inc

3.31 68.3 Mil
Real Estate

HubSpot Inc

3.23 66.5 Mil
Technology

Freshpet Inc

3.19 65.7 Mil
Consumer Defensive

Sarepta Therapeutics Inc

3.02 62.2 Mil
Healthcare

Planet Fitness Inc Class A

2.84 58.6 Mil
Consumer Cyclical

Inspire Medical Systems Inc

2.59 53.3 Mil
Healthcare

DexCom Inc

2.52 52.0 Mil
Healthcare

EQT Corp

2.52 51.9 Mil
Energy

Celsius Holdings Inc

2.31 47.7 Mil
Consumer Defensive

Twilio Inc Class A

2.25 46.5 Mil
Communication Services