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BNY Mellon Natural Resources I DLDRX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 44.96  /  0.51 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Natural Resources
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.43%
  • Turnover 89%

Morningstar’s Analysis DLDRX

Will DLDRX outperform in future?

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

Still a decent natural-resources vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

BNY Mellon Natural Resources has lost two important managers in three years, but its current managers have ample experience in the strategy as well as solid credentials overall, and they are keeping the investment approach intact. The strategy retains its People and Process Ratings of Average.

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Portfolio Holdings DLDRX

  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.69
48,954,393
Basic Materials
4.58
47,765,194
Energy
4.55
47,480,127
Energy
4.43
46,280,707
Energy
4.42
46,118,030
Basic Materials
4.09
42,673,034
Basic Materials
3.99
41,621,540
Energy
3.80
39,701,928
Basic Materials
3.68
38,359,099
Energy