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 24.46 / 0.16 %
- Total Assets 892.4 Mil
-
Adj. Expense Ratio
0.780%
- Expense Ratio 0.780%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.18%
- Turnover 28%
Morningstar’s Analysis DQIRX
Will DQIRX 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 91
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector