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BNY Mellon US Equity C DPUCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 5.45  /  +0.37 %
  • Total Assets 55.6 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 0.12%
  • Turnover 5%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 12:18 AM 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 most expensive quintile among peers.

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Portfolio Holdings DPUCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.70 3.4 Mil
Technology

Alphabet Inc Class C

4.57 3.3 Mil
Communication Services

Amphenol Corp Class A

3.09 2.2 Mil
Technology

Adobe Inc

3.05 2.2 Mil
Technology

Texas Instruments Inc

2.93 2.1 Mil
Technology

ResMed Inc

2.92 2.1 Mil
Healthcare

Costco Wholesale Corp

2.86 2.1 Mil
Consumer Defensive

Moody's Corporation

2.79 2.0 Mil
Financial Services

West Pharmaceutical Services Inc

2.77 2.0 Mil
Healthcare

Mastercard Inc Class A

2.75 2.0 Mil
Financial Services