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BNY Mellon US Equity C DPUCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 5.60  /  +0.36 %
  • Total Assets 44.5 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 5%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:46 PM GMT+0

Morningstar’s Analysis DPUCX

Will DPUCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in BNY Mellon US Equity C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings DPUCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.55 2.6 Mil
Technology

Alphabet Inc Class C

4.32 2.5 Mil
Communication Services

Intuitive Surgical Inc

3.16 1.8 Mil
Healthcare

Stryker Corp

3.16 1.8 Mil
Healthcare

West Pharmaceutical Services Inc

3.13 1.8 Mil
Healthcare

Mastercard Inc Class A

3.11 1.8 Mil
Financial Services

Amphenol Corp Class A

3.01 1.7 Mil
Technology

Moody's Corporation

2.98 1.7 Mil
Financial Services

Mettler-Toledo International Inc

2.87 1.6 Mil
Healthcare

Adobe Inc

2.84 1.6 Mil
Technology