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Morningstar

BNY Mellon Opportunistic Midcap Value A DMCVX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 32.49  /  +1.63 %
  • Total Assets 397.3 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 0.59%
  • Turnover 33%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

A new lead manager brings process changes, leading to a downgrade.

Analyst Drew Carter

Drew Carter

Analyst

Summary

New lead manager Andrew Leger took over June 10, 2024, and brought process changes with him, resulting in a Process Pillar downgrade to Average from Above Average.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DMCVX

More DMCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aramark

2.58 10.3 Mil
Industrials

Constellation Energy Corp

2.42 9.7 Mil
Utilities

Burlington Stores Inc

2.35 9.4 Mil
Consumer Cyclical

Pinterest Inc Class A

2.31 9.2 Mil
Communication Services

Digital Realty Trust Inc

2.18 8.7 Mil
Real Estate

MKS Instruments Inc

2.16 8.6 Mil
Technology

Newmont Corp

2.12 8.5 Mil
Basic Materials

Johnson Controls International PLC

2.05 8.2 Mil
Industrials

Rentokil Initial PLC ADR

2.01 8.0 Mil
Industrials

CACI International Inc Class A

1.94 7.7 Mil
Technology