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BNY Mellon Research Growth Z DREQX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 18.63  /  +0.92 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • 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
  • Turnover 31%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 12:28 AM GMT+0

Morningstar’s Analysis DREQX

Will DREQX outperform in future?

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

The new managers have more to prove.

Analyst Drew Carter

Drew Carter

Analyst

Summary

The BNY Mellon Research Growth strategy’s 2021 move away from an analyst-oriented approach was a positive, but this process and team don’t stand out in the competitive large-growth Morningstar Category.

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Portfolio Holdings DREQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 52.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.68 145.1 Mil
Technology

Amazon.com Inc

8.40 126.0 Mil
Consumer Cyclical

NVIDIA Corp

8.40 126.0 Mil
Technology

Apple Inc

7.94 119.0 Mil
Technology

Alphabet Inc Class C

7.88 118.1 Mil
Communication Services

Dreyfus Instl Preferred Gov Plus MMkt

3.81 57.1 Mil
Cash and Equivalents

Shopify Inc Registered Shs -A- Subord Vtg

2.52 37.7 Mil
Technology

CoStar Group Inc

2.13 31.9 Mil
Real Estate

EQT Corp

1.88 28.2 Mil
Energy

Intuitive Surgical Inc

1.87 28.0 Mil
Healthcare