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Morningstar

BNY Mellon US Equity C DPUCX

Morningstar Analyst Rating
Quantitative rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 16.51  /  1.79 %
  • Total Assets 373.3 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 0.00
  • Turnover 11%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis DPUCX

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

People Pillar

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

Summary

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BNY Mellon US Equity C's Average Process and Parent pillars limit 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 highest quintile among peers.

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