BNY Mellon Equity Income’s approach allows it to achieve two key goals, but the strategy falls short in hitting another important marker. It retains its Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 24.19 / 0.50 %
- Total Assets 870.7 Mil
-
Adj. Expense Ratio
1.030%
- Expense Ratio 1.030%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.17%
- Turnover 33%
Morningstar’s Analysis DQIAX
Will DQIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 96
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector