Morningstar

BNY Mellon Research Growth Fund, Inc. Class A DWOAX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $19.92  /  +2.52 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis DWOAX

Will DWOAX outperform in the 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 DWOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

New managers still settling in.

Analyst Drew Carter

Drew Carter

Analyst

Summary

New managers, analyst turnover, and an unremarkable process limit Newton Large Cap Growth’s appeal in the competitive large-growth Morningstar Category. This strategy includes the BNY Mellon Research Growth fund, separately managed accounts, and a collective investment trust.

by Drew Carter
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Portfolio Holdings DWOAX

More DWOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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