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.
BNY Mellon Developed Markets Real Estate Securities Fund - Class C DGBCX
- 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.
People Pillar
Parent Pillar
- 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 |