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BNY Mellon Dynamic Value Fund C (DCGVX)

42.11 -0.03 (-0.07%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 42.14
  • YTD Return 16.88%
  • Expense Ratio 1.68%
  • Category Large Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 6.62B
  • Beta (5Y Monthly) 0.80
  • Yield 0.24%
  • 5y Average Return --
  • Holdings Turnover 106.44%
  • Last Dividend 0.11
  • Inception Date Jul 1, 2013

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. It may invest up to 30% of its net assets in foreign securities. The fund's portfolio managers identify potential investments through extensive quantitative and fundamental research. The fund focuses on individual stock selection (a "bottom-up" approach), emphasizing three key factors: value, sound business fundamentals and positive business momentum.

BNY Mellon

Fund Family

Large Value

Fund Category

6.62B

Net Assets

2013-07-01

Inception Date

Performance Overview: DCGVX

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Trailing returns as of 10/30/2024. Category is Large Value.

YTD Return

DCGVX
16.88%
Category
4.44%
?

1-Year Return

DCGVX
25.60%
Category
14.37%
?

3-Year Return

DCGVX
13.25%
Category
6.04%
?

5-Year Return

DCGVX
14.41%
Category
9.20%
?

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Holdings: DCGVX

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Top 10 Holdings (28.34% of Total Assets)

SymbolCompany% Assets
BRK-B
Berkshire Hathaway Inc. 4.65%
CSCO
Cisco Systems, Inc. 3.41%
DHR
Danaher Corporation 2.74%
GS
The Goldman Sachs Group, Inc. 2.71%
KVUE
Kenvue Inc. 2.70%
BDX
Becton, Dickinson and Company 2.62%
BAC
Bank of America Corporation 2.58%
UNH
UnitedHealth Group Incorporated 2.40%
JPM
JPMorgan Chase & Co. 2.37%
LHX
L3Harris Technologies, Inc. 2.16%

Sector Weightings

Recent News: DCGVX

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Research Reports: DCGVX

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