A sound investment process and strong management team underpin BNY Mellon Tax Managed Growth A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 35.13 / 1.21 %
- Total Assets 129.3 Mil
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.23%
- Turnover 8%
Morningstar’s Analysis DTMGX
Will DTMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.