DVLCX – BNY Mellon Midcap Value Fund C Investment Strategy | Morningstar

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Strategy

The investment seeks to surpass the performance of the Russell Midcap® Value Index. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. The advisor currently considers mid-cap companies to be those with market capitalizations, at the time of purchase, within the market capitalization range of companies comprising the Russell Midcap® Value Index, the fund's benchmark index. The fund's portfolio managers identify potential investments through extensive quantitative and fundamental research.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DVLIX	BNY Mellon Midcap Value Fund Class I	Institutional	Open			May 30, 2008	$100.68M	0.980%	High	$1,000	−$14.58M
DMCYX	BNY Mellon Midcap Value Fund Class Y	Institutional	Open			Jul 1, 2013	$2.29M	0.860%	Above Average	$1M	−$98,201.37
DMCVX	BNY Mellon Midcap Value Fund Class A	Front Load	Open			Sep 29, 1995	$262.60M	1.160%	Average	$1,000	−$29.57M
DVLCX	BNY Mellon Midcap Value Fund Class C	Level Load	Open			May 30, 2008	$1.06M	1.990%	Above Average	$1,000	−$961,451.68

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