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Morningstar

BNY Mellon Equity Income Fund C DQICX

Morningstar Analyst Rating
Analyst rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 24.10  /  1.18 %
  • Total Assets 903.8 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 1.32%
  • Turnover 33%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis DQICX

Will DQICX 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 DQICX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

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

Senior Analyst

Summary

| by Gregg Wolper

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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