BNY Mellon Real Return--subadvised by U.K.-based Newton Investment Management--is a strong choice for investors looking for real returns and capital preservation. The fund's success lies in its distinctive thematic approach, experienced and well-resourced team, and relatively low costs. The fund maintains its Morningstar Analyst Rating of Silver.
Will DRRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DRRIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DRRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DRRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares DRRIX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether DRRIX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.