Newton Large Cap Growth’s team and process don’t stand out in the competitive large-growth Morningstar Category. This strategy includes the BNY Mellon Research Growth fund and separately managed accounts.
BNY Mellon Research Growth Fund, Inc. Class Z DREQX
- NAV / 1-Day Return 21.68 / +2.07 %
- Total Assets 1.6B
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.830%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.00
- Turnover 28%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DREQX
Will DREQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DREQX 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 DREQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 15.06 | 250M | Technology |
Alphabet Inc Class C | 9.16 | 152M | Communication Services |
Apple Inc | 8.63 | 143M | Technology |
Amazon.com Inc | 7.36 | 122M | Consumer Cyclical |
Microsoft Corp | 6.56 | 109M | Technology |
Meta Platforms Inc Class A | 3.21 | 53M | Communication Services |
Mastercard Inc Class A | 2.31 | 38M | Financial Services |
Broadcom Inc | 2.05 | 34M | Technology |
Texas Instruments Inc | 2.02 | 34M | Technology |
Advanced Micro Devices Inc | 1.91 | 32M | Technology |
United States