Morningstar

BNY Mellon Small/Mid Cap Growth Fund Class Z DBMZX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 23.56  /  0.00
  • Total Assets 817.3M
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 131%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DBMZX

Will DBMZX outperform in the 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 DBMZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Sm/Md Cp Gr Z holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DBMZX

More DBMZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guardant Health Inc

4.42 36M
Healthcare

Repligen Corp

3.46 28M
Healthcare

The Baldwin Insurance Group Inc Class A

3.30 27M
Financial Services

MKS Inc

3.23 26M
Technology

Construction Partners Inc Class A

3.18 26M
Industrials

Curtiss-Wright Corp

2.88 23M
Industrials

Herc Holdings Inc

2.65 22M
Industrials

Wingstop Inc

2.65 22M
Consumer Cyclical

Bel Fuse Inc Class B

2.64 22M
Technology

Casey's General Stores Inc

2.64 22M
Consumer Cyclical

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