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BNY Mellon Research Growth I DWOIX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 20.19  /  +0.35 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • 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
  • Turnover 21%

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

Morningstar’s Analysis DWOIX

Will DWOIX 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 DWOIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.71 205.1 Mil
Technology

Microsoft Corp

9.03 145.7 Mil
Technology

Alphabet Inc Class C

8.73 140.8 Mil
Communication Services

Amazon.com Inc

8.57 138.3 Mil
Consumer Cyclical

Apple Inc

7.69 124.1 Mil
Technology

CoStar Group Inc

2.33 37.6 Mil
Real Estate

Trane Technologies PLC Class A

2.16 34.9 Mil
Industrials

AMETEK Inc

1.87 30.2 Mil
Industrials

Ingersoll Rand Inc

1.82 29.3 Mil
Industrials

EQT Corp

1.81 29.3 Mil
Energy