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Morningstar

BNY Mellon Opportunistic Midcap Value A DMCVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.69  /  0.71 %
  • Total Assets 427.1 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.27%
  • Turnover 28%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DMCVX

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

People Pillar

The People Pillar is our evaluation of the DMCVX 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 DMCVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Improving.

Director

Summary

| by Katie Rushkewicz Reichart

BNY Mellon Opportunistic Midcap Value’s turnaround has started to pay off. The Morningstar Analyst Rating for its cheapest share classes rises to Bronze from Neutral, while some remain Neutral.

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