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Morningstar

BNY Mellon Sm/Md Cp Gr C DBMCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.86  /  2.11 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.720%
  • 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 0.00
  • Turnover 29%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

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.

Summary

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BNY Mellon Sm/Md Cp Gr C's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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