BNY Mellon Active MidCap Y holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
BNY Mellon Active MidCap Fund - Class Y DNLYX
- NAV / 1-Day Return 61.41 / +1.09 %
- Total Assets 512.5M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.750%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.93%
- Turnover 65%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DNLYX
Will DNLYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DNLYX 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 DNLYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vertiv Holdings Co Class A | 2.05 | 10M | Industrials |
Halliburton Co | 1.72 | 9M | Energy |
EMCOR Group Inc | 1.62 | 8M | Industrials |
Western Digital Corp | 1.45 | 7M | Technology |
Valero Energy Corp | 1.44 | 7M | Energy |
Loews Corp | 1.40 | 7M | Financial Services |
SanDisk Corp Ordinary Shares | 1.30 | 6M | Technology |
Ameriprise Financial Inc | 1.25 | 6M | Financial Services |
Allstate Corp | 1.24 | 6M | Financial Services |
Simon Property Group Inc | 1.16 | 6M | Real Estate |