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BNY Mellon Large Cap Equity A DLQAX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 14.94  /  −1.65 %
  • Total Assets 293.2 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 70%

USD | NAV as of Apr 13, 2024 | 1-Day Return as of Apr 13, 2024, 12:14 AM GMT+0

Morningstar’s Analysis DLQAX

Will DLQAX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit BNY Mellon Large Cap Equity A to a Morningstar Medalist Rating of Neutral.

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 second-costliest quintile among peers.

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Portfolio Holdings DLQAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.16 25.7 Mil
Technology

NVIDIA Corp

5.49 17.2 Mil
Technology

Alphabet Inc Class A

5.36 16.8 Mil
Communication Services

Apple Inc

5.31 16.7 Mil
Technology

Amazon.com Inc

4.93 15.5 Mil
Consumer Cyclical

Dreyfus Instl Preferred Gov Plus MMkt

3.43 10.8 Mil
Cash and Equivalents

Eaton Corp PLC

2.84 8.9 Mil
Industrials

JPMorgan Chase & Co

2.64 8.3 Mil
Financial Services

Berkshire Hathaway Inc Class B

2.48 7.8 Mil
Financial Services

Eli Lilly and Co

2.23 7.0 Mil
Healthcare