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.
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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
Dreyfus Instl Preferred Gov Plus MMkt
2.11
27,117,740
Cash and Equivalents