BNY Mellon Developed Markets Real Estate Securities Fund - Class C DGBCX

Morningstar Medalist Rating
  • NAV / 1-Day Return $9.01  /  +0.11 %
  • Fund Size $339.3M
  • Adjusted Expense Ratio 2.050%
  • Net Expense Ratio 2.050%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.14%
  • Turnover Ratio 40%

Morningstar’s Analysis DGBCX

Will DGBCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Developed Markets RE Scs - C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings DGBCX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

7.61 25M
Real Estate

Equinix Inc

6.11 20M
Real Estate

Prologis Inc

5.67 19M
Real Estate

Digital Realty Trust Inc

3.75 12M
Real Estate

Ventas Inc

3.50 11M
Real Estate

Goodman Group

2.42 8M
Real Estate

Brixmor Property Group Inc

2.34 8M
Real Estate

Extra Space Storage Inc

2.24 7M
Real Estate

Public Storage

2.07 7M
Real Estate

Invitation Homes Inc

2.04 7M
Real Estate

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