Morningstar

BNY Mellon Worldwide Growth Fund Class I DPWRX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $69.12  /  −1.23 %
  • Fund Size $902.9M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.20%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis DPWRX

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

  • People Pillar

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

An appealing choice for patient investors, at the right price.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

BNY Mellon Worldwide Growth still has more than its share of strengths, and it continues to be an attractive global blue-chip vehicle for the long haul when accessed through vehicles with competitive fees.

by William Samuel Rocco
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Portfolio Holdings DPWRX

More DPWRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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