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Morningstar

BNY Mellon Research Growth C DWOCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 13.82  /  −0.43 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 31%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DWOCX

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

  • People Pillar

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

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.

by Drew Carter
Rated on Published on

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Portfolio Holdings DWOCX

More DWOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Trane Technologies PLC Class A

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Healthcare