Skip to Content
Morningstar

BNY Mellon US Equity C DPUCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 5.37  /  +1.32 %
  • Total Assets 31.3 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.910%
  • 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 Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:50 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.

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DPUCX

More DPUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

4.59 2.0 Mil
Communication Services

Microsoft Corp

4.51 2.0 Mil
Technology

Mastercard Inc Class A

3.51 1.5 Mil
Financial Services

Edwards Lifesciences Corp

3.40 1.5 Mil
Healthcare

Eli Lilly and Co

3.37 1.5 Mil
Healthcare

Amphenol Corp Class A

3.19 1.4 Mil
Technology

O'Reilly Automotive Inc

3.15 1.4 Mil
Consumer Cyclical

Copart Inc

3.14 1.4 Mil
Industrials

Moody's Corporation

3.14 1.4 Mil
Financial Services

Stryker Corp

3.10 1.3 Mil
Healthcare