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Morningstar

BNY Mellon Technology Growth C DTGCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 24.82  /  0.16 %
  • Total Assets 314.6 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:10 PM GMT+0

Morningstar’s Analysis DTGCX

Will DTGCX 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 DTGCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DTGCX 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 DTGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit BNY Mellon Technology Growth C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DTGCX

More DTGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.80
16,645,762
Technology

Applied Materials Inc

5.37
15,391,486
Technology

Microsoft Corp

5.23
15,012,965
Technology

ServiceNow Inc

5.11
14,645,870
Technology

Uber Technologies Inc

4.99
14,301,786
Technology

Meta Platforms Inc Class A

4.76
13,656,853
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.71
13,497,308
Technology

Shopify Inc Registered Shs -A- Subord Vtg

4.36
12,515,957
Technology

Alphabet Inc Class C

4.18
11,987,670
Communication Services

Amazon.com Inc

4.05
11,601,480
Consumer Cyclical