Morningstar

BNY Mellon Worldwide Growth Fund Class Y DPRIX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $69.04  /  −1.23 %
  • Fund Size $902.9M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.28%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis DPRIX

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

  • People Pillar

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

An appealing choice for patient investors, at the right price.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

BNY Mellon Worldwide Growth still has more than its share of strengths, and it continues to be an attractive global blue-chip vehicle for the long haul when accessed through vehicles with competitive fees.

by William Samuel Rocco
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Portfolio Holdings DPRIX

More DPRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.27 74M
Technology

NVIDIA Corp

7.96 71M
Technology

Alphabet Inc Class C

7.09 64M
Communication Services

Apple Inc

6.44 58M
Technology

Amazon.com Inc

5.33 48M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.76 43M
Technology

ASML Holding NV ADR

3.47 31M
Technology

Meta Platforms Inc Class A

2.93 26M
Communication Services

Visa Inc Class A

2.90 26M
Financial Services

JPMorgan Chase & Co

2.74 25M
Financial Services

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