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BNY Mellon Research Growth C DWOCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 12.45  /  0.88 %
  • Total Assets 1.4 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%

Morningstar’s Analysis DWOCX

Will DWOCX 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 DWOCX

  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.61
123,406,093
Technology
8.58
110,209,493
Technology
8.41
108,028,088
Consumer Cyclical
8.21
105,425,666
Communication Services
6.50
83,480,738
Technology
2.86
36,720,024
Energy
2.31
29,619,320
Real Estate
2.30
29,562,376
Healthcare

Dreyfus Instl Preferred Gov Plus MMkt

2.11
27,117,740
Cash and Equivalents
2.10
26,985,471
Energy