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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 15.94  /  −0.19 %
  • Total Assets 136.6 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 0.16%
  • Turnover 75%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:49 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.

Strength in BNY Mellon Select Managers Sm Cp Val C's Process Pillar is partially offset by an Average People Pillar rating, leading to 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
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Portfolio Holdings DMECX

More DMECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Artisan Partners Asset Management Inc Class A

1.76 1.9 Mil
Financial Services

Portland General Electric Co

1.61 1.8 Mil
Utilities

Evercore Inc Class A

1.48 1.6 Mil
Financial Services

Southwest Gas Holdings Inc

1.47 1.6 Mil
Utilities

ATI Inc

1.27 1.4 Mil
Industrials

Wintrust Financial Corp

1.22 1.3 Mil
Financial Services

Texas Capital Bancshares Inc

1.16 1.3 Mil
Financial Services

Louisiana-Pacific Corp

1.15 1.3 Mil
Industrials

Herc Holdings Inc

1.10 1.2 Mil
Industrials

Enovis Corp

1.09 1.2 Mil
Industrials