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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 13.71  /  −0.65 %
  • Total Assets 299.5 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.45%
  • Turnover 61%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM 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.

Strength in BNY Mellon Global Equity Income-C's Process Pillar is partially offset by an Average People Pillar rating, leading to 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 most expensive 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CME Group Inc Class A

3.30 10.2 Mil
Financial Services

Sanofi SA

3.17 9.8 Mil
Healthcare

Medtronic PLC

2.99 9.3 Mil
Healthcare

Samsung Electronics Co Ltd Participating Preferred

2.78 8.6 Mil
Technology

Dominion Energy Inc

2.78 8.6 Mil
Utilities

Cisco Systems Inc

2.68 8.3 Mil
Technology

PepsiCo Inc

2.62 8.1 Mil
Consumer Defensive

Johnson Controls International PLC

2.29 7.1 Mil
Industrials

Sysco Corp

2.21 6.9 Mil
Consumer Defensive

Munchener Ruckversicherungs-Gesellschaft AG

2.18 6.8 Mil
Financial Services