Skip to Content

BNY Mellon Opportunistic Midcap Value A DMCVX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 30.60  /  0.58 %
  • Total Assets 399.1 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.63%
  • Turnover 33%

Morningstar’s Analysis DMCVX

Will DMCVX outperform in future?

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

Improving.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Opportunistic Midcap Value is a decent proposition.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DMCVX

  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Gov Plus MMkt

5.24
20,913,447
Cash and Equivalents
2.38
9,518,586
Utilities
2.29
9,149,977
Industrials
2.26
9,012,835
Consumer Cyclical
2.25
8,986,408
Industrials
2.22
8,863,048
Basic Materials

Digital Realty Trust Inc

2.14
8,526,854
Real Estate
2.13
8,507,984
Industrials
2.12
8,483,999
Consumer Cyclical
2.11
8,409,997
Healthcare