Morningstar

BNY Mellon Midcap Value Fund Class Y DMCYX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $32.49  /  +0.87 %
  • Fund Size $370.8M
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.82%
  • Turnover Ratio 65%
NAV and 1-Day Return as of

Morningstar’s Analysis DMCYX

Will DMCYX outperform in the 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 DMCYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Midcap Value Fund Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DMCYX

More DMCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Assurant Inc

2.38 9M
Financial Services

Databricks

2.28 8M
—

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Technology

Dominion Energy Inc

2.00 7M
Utilities

Dynatrace Inc Ordinary Shares

1.95 7M
Technology

Voya Financial Inc

1.95 7M
Financial Services

Healthpeak Properties Inc

1.86 7M
Real Estate

NetApp Inc

1.76 6M
Technology

Diamondback Energy Inc

1.76 6M
Energy

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