Morningstar

BNY Mellon Active MidCap Fund - Class C DNLCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 55.17  /  +0.31 %
  • Total Assets 530.1M
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Aug 13, 2026 | 1-Day Return as of Aug 13, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DNLCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Active MidCap C 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 DNLCX

More DNLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SanDisk Corp Ordinary Shares

2.51 13M
Technology

Western Digital Corp

1.98 10M
Technology

Vertiv Holdings Co Class A

1.59 8M
Industrials

Corning Inc

1.47 8M
Technology

Valero Energy Corp

1.39 7M
Energy

EMCOR Group Inc

1.37 7M
Industrials

Loews Corp

1.32 7M
Financial Services

Allstate Corp

1.27 7M
Financial Services

Halliburton Co

1.21 6M
Energy

Simon Property Group Inc

1.19 6M
Real Estate

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