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Morningstar

BNY Mellon Sm/Md Cp Gr Y DBMYX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 25.91  /  +2.09 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 36%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:50 PM GMT+0

Morningstar’s Analysis DBMYX

Will DBMYX 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 DBMYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DBMYX 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 DBMYX’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 Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DBMYX

More DBMYX Holdings
  • 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