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Morningstar

BNY Mellon Worldwide Growth C PGRCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 50.32  /  0.10 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.11%
  • Turnover 10%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis PGRCX

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

People Pillar

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

Solid.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Worldwide Growth’s time-tested approach continues to earn it a Morningstar Analyst Rating of Bronze, with the priciest C shares rated Neutral.

by Katie Rushkewicz Reichart
Rated on Published on

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Portfolio Holdings PGRCX

More PGRCX Holdings
  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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LVMH Moet Hennessy Louis Vuitton SE

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Consumer Cyclical

Novo Nordisk A/S ADR

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L'Oreal SA ADR

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Alphabet Inc Class C

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Amazon.com Inc

3.93
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Consumer Cyclical

Hess Corp

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Energy

Chevron Corp

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Visa Inc Class A

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Financial Services