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Morningstar

BNY Mellon Worldwide Growth I DPWRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 61.32  /  0.57 %
  • Total Assets 956.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.62%
  • Turnover 10%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis DPWRX

Will DPWRX 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 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.

Solid.

Director

Summary

| by Katie Rushkewicz Reichart

BNY Mellon Worldwide Growth’s time-tested approach continues to earn it a Morningstar Analyst Rating of Bronze, with the priciest C shares rated Neutral.

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