BNY Mellon Equity Income delivers on its modest objective, but not on the one that really matters. The fund retains its Morningstar Analyst Rating of Neutral across all share classes.
BNY Mellon Equity Income Fund C DQICX
NAV / 1-Day Return
21.73
/
0.78
%
Total Assets
899.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.780%
Expense Ratio
1.780%
Fee Level
Average
Longest Manager Tenure
6.00
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
1.50%
Turnover
51%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
The modest tweaks made to this fund probably won't change its long-term outcome.
