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BNY Mellon Tax Managed Growth A DTMGX

Quantitative rating as of
  • NAV / 1-Day Return 35.13  /  1.21 %
  • Total Assets 129.3 Mil
  • Adj. Expense Ratio
    1.200%
  • 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.

Summary

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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.

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