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BNY Mellon Research Growth A DWOAX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 19.52  /  +0.36 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 21%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DWOAX

Will DWOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The new managers have more to prove.

Analyst Drew Carter

Drew Carter

Analyst

Summary

The BNY Mellon Research Growth strategy’s 2021 move away from an analyst-oriented approach was a positive, but this process and team don’t stand out in the competitive large-growth Morningstar Category.

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Portfolio Holdings DWOAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.43 161.6 Mil
Technology

Amazon.com Inc

8.85 137.2 Mil
Consumer Cyclical

Microsoft Corp

8.81 136.6 Mil
Technology

Alphabet Inc Class C

8.60 133.3 Mil
Communication Services

Apple Inc

7.09 109.9 Mil
Technology

CoStar Group Inc

2.61 40.5 Mil
Real Estate

Trane Technologies PLC Class A

2.18 33.8 Mil
Industrials

Block Inc Class A

2.12 32.9 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

2.09 32.4 Mil
Technology

EQT Corp

2.01 31.2 Mil
Energy