Skip to Content
Morningstar

BNY Mellon Sm/Md Cp Gr C DBMCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 19.79  /  −0.05 %
  • Total Assets 1.3 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DBMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DBMCX

More DBMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celsius Holdings Inc

3.05 41.4 Mil
Consumer Defensive

Inspire Medical Systems Inc

2.75 37.3 Mil
Healthcare

Sarepta Therapeutics Inc

2.68 36.4 Mil
Healthcare

CoStar Group Inc

2.60 35.3 Mil
Real Estate

Freshpet Inc

2.41 32.7 Mil
Consumer Defensive

Planet Fitness Inc Class A

2.40 32.5 Mil
Consumer Cyclical

EQT Corp

2.35 31.9 Mil
Energy

Confluent Inc Class A

2.19 29.7 Mil
Technology

Ollie's Bargain Outlet Holdings Inc

2.16 29.3 Mil
Consumer Defensive

HubSpot Inc

2.15 29.2 Mil
Technology