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BNY Mellon Equity Income Fund C DQICX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 25.22  /  0.40 %
  • Total Assets 950.6 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.24%
  • Turnover 28%

Morningstar’s Analysis DQICX

Will DQICX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A dividend-focused strategy that also owns giant tech stocks.

null Gregg Wolper

Gregg Wolper

Summary

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.

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Portfolio Holdings DQICX

  • Current Portfolio Date
  • Equity Holdings 99
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.07
62,480,864
Technology
6.95
61,451,896
Technology
3.94
34,846,984
Technology
3.91
34,595,795
Communication Services
3.12
27,589,611
Healthcare
3.07
27,107,887
Consumer Defensive
3.01
26,648,798
Healthcare
2.89
25,536,374
Consumer Cyclical
2.87
25,405,180
Consumer Defensive
2.80
24,768,766
Technology