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Morningstar

BNY Mellon Sm/Md Cp Gr I SDSCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 22.95  /  1.08 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

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

Morningstar’s Analysis SDSCX

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

People Pillar

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

BNY Mellon Sm/ Md Cp Gr I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDSCX

More SDSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Gov Plus MMkt

4.69
119,082,022
Cash and Equivalents

HubSpot Inc

3.58
90,946,060
Technology

Ollie's Bargain Outlet Holdings Inc

3.07
77,969,356
Consumer Defensive

CoStar Group Inc

3.06
77,631,021
Real Estate

EQT Corp

3.03
76,947,413
Energy

Sarepta Therapeutics Inc

2.95
74,908,763
Healthcare

Planet Fitness Inc Class A

2.63
66,757,752
Consumer Cyclical

Align Technology Inc

2.53
64,225,807
Healthcare

Horizon Therapeutics PLC

2.51
63,839,001
Healthcare

Cactus Inc Class A

2.46
62,363,121
Energy