Morningstar

BNY Mellon Midcap Value Fund Class Y DMCYX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 31.48  /  +0.61 %
  • Total Assets 366.6M
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.82%
  • Turnover 65%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

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 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Assurant Inc

2.49 10M
Financial Services

Databricks

2.11 8M
—

Dominion Energy Inc

2.06 8M
Utilities

BNY Dreyfus Instl Pref Gov Plus MMkt

2.00 8M
Cash and Equivalents

Voya Financial Inc

1.97 8M
Financial Services

Nutanix Inc Class A

1.91 7M
Technology

Weatherford International PLC Ordinary Shares - New

1.90 7M
Energy

Antero Resources Corp

1.85 7M
Energy

Healthpeak Properties Inc

1.83 7M
Real Estate

Diamondback Energy Inc

1.81 7M
Energy

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