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Morningstar

BNY Mellon Large Cap Equity Y DLACX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 16.77  /  −1.29 %
  • Total Assets 293.2 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.00%
  • Turnover 70%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

Morningstar’s Analysis DLACX

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

  • People Pillar

    The People Pillar is our evaluation of the DLACX 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 DLACX’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 Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DLACX

More DLACX 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

8.36 26.1 Mil
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