Morningstar

BNY Mellon Research Growth Fund, Inc. Class I DWOIX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 21.04  /  +0.96 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DWOIX

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

  • People Pillar

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

New managers settling in.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Newton Large Cap Growth’s team and process don’t stand out in the competitive large-growth Morningstar Category. This strategy includes the BNY Mellon Research Growth fund and separately managed accounts.

by Drew Carter
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Portfolio Holdings DWOIX

More DWOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.68 260M
Technology

Apple Inc

8.51 141M
Technology

Alphabet Inc Class C

7.78 129M
Communication Services

Microsoft Corp

6.87 114M
Technology

Amazon.com Inc

3.29 55M
Consumer Cyclical

Advanced Micro Devices Inc

3.23 54M
Technology

Mastercard Inc Class A

3.10 51M
Financial Services

Meta Platforms Inc Class A

2.24 37M
Communication Services

Texas Instruments Inc

1.90 31M
Technology

Marvell Technology Inc

1.83 30M
Technology

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