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Morningstar

BNY Mellon Select Managers Sm Cp Val C DMECX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 15.96  /  0.25 %
  • Total Assets 231.6 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 71%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:12 PM GMT+0

Morningstar’s Analysis DMECX

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

People Pillar

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

BNY Mellon Select Managers Sm Cp Val C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DMECX

More DMECX Holdings
  • Current Portfolio Date
  • Equity Holdings 256
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Capital Bancshares Inc

1.45
2,993,543
Financial Services

Spectrum Brands Holdings Inc

1.39
2,877,725
Consumer Defensive

Artisan Partners Asset Management Inc Class A

1.31
2,706,683
Financial Services

Southwest Gas Holdings Inc

1.29
2,665,690
Utilities

Wintrust Financial Corp

1.26
2,609,592
Financial Services

The Hanover Insurance Group Inc

1.21
2,505,638
Financial Services

Treehouse Foods Inc

1.13
2,337,056
Consumer Defensive

ATI Inc

1.10
2,279,390
Industrials

Haemonetics Corp

1.07
2,214,406
Healthcare

Stag Industrial Inc

1.04
2,147,835
Real Estate