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Morningstar

BNY Mellon Global Equity Income - C DEQCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 13.35  /  0.89 %
  • Total Assets 319.3 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.43%
  • Turnover 53%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:09 PM GMT+0

Morningstar’s Analysis DEQCX

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

People Pillar

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

BNY Mellon Global Equity Income-C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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

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Portfolio Holdings DEQCX

More DEQCX Holdings
  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sanofi SA

3.29
10,998,619
Healthcare

Cisco Systems Inc

3.19
10,683,961
Technology

Roche Holding AG

3.14
10,496,571
Healthcare

CME Group Inc Class A

2.87
9,592,439
Financial Services

Medtronic PLC

2.73
9,145,360
Healthcare

Munchener Ruckversicherungs-Gesellschaft AG

2.65
8,863,611
Financial Services

PepsiCo Inc

2.61
8,719,148
Consumer Defensive

AbbVie Inc

2.60
8,699,297
Healthcare

Samsung Electronics Co Ltd Participating Preferred

2.45
8,188,022
Technology

Exelon Corp

2.43
8,144,962
Utilities