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BNY Mellon Tax Managed Growth C DPTAX

Quantitative rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 32.04  /  0.34 %
  • Total Assets 130.3 Mil
  • Adj. Expense Ratio
    1.950%
  • 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.

Summary

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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.

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