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Morningstar

BNY Mellon Large Cap Equity C DEYCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 14.48  /  −0.21 %
  • Total Assets 287.2 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 70%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis DEYCX

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

  • People Pillar

    The People Pillar is our evaluation of the DEYCX 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 DEYCX’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 Large Cap Equity C to a Morningstar Medalist Rating of Negative.

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 DEYCX

More DEYCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Technology

NVIDIA Corp

6.31 19.7 Mil
Technology

Alphabet Inc Class A

5.88 18.4 Mil
Communication Services

Amazon.com Inc

4.62 14.4 Mil
Consumer Cyclical

Apple Inc

4.52 14.1 Mil
Technology

Dreyfus Instl Preferred Gov Plus MMkt

3.60 11.2 Mil
Cash and Equivalents

Eaton Corp PLC

3.10 9.7 Mil
Industrials

JPMorgan Chase & Co

2.86 8.9 Mil
Financial Services

Berkshire Hathaway Inc Class B

2.57 8.0 Mil
Financial Services

Eli Lilly and Co

2.32 7.2 Mil
Healthcare