Strength in the People Pillar isn't sufficient for BNY Mellon Tax Managed Growth C to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 32.04 / 0.34 %
- Total Assets 130.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.950%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 8%
Morningstar’s Analysis DPTAX
Will DPTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.