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BNY Mellon Opportunistic Midcap Value Fund (DVLCX)

25.84 +0.09 (+0.35%)
At close: October 18 at 8:00 PM EDT
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DELL
  • Previous Close 25.75
  • YTD Return 11.58%
  • Expense Ratio 1.97%
  • Category Mid-Cap Blend
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 410.72M
  • Beta (5Y Monthly) 0.87
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 32.73%
  • Last Dividend 0.21
  • 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 equity securities of mid-cap companies. The advisor currently considers mid-cap companies to be those with market capitalizations, at the time of purchase, within the market capitalization range of companies comprising the Russell Midcap? Value Index, the fund's benchmark index. The fund's portfolio managers identify potential investments through extensive quantitative and fundamental research.

BNY Mellon

Fund Family

Mid-Cap Blend

Fund Category

410.72M

Net Assets

2013-07-01

Inception Date

Performance Overview: DVLCX

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Trailing returns as of 10/18/2024. Category is Mid-Cap Blend.

YTD Return

DVLCX
11.58%
Category
17.04%
?

1-Year Return

DVLCX
21.30%
Category
50.44%
?

3-Year Return

DVLCX
5.86%
Category
13.15%
?

5-Year Return

DVLCX
10.56%
Category
13.75%
?

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Holdings: DVLCX

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Top 9 Holdings (20.61% of Total Assets)

SymbolCompany% Assets
CEG
Constellation Energy Corporation 2.55%
NEM
Newmont Corporation 2.53%
ARMK
Aramark 2.47%
BURL
Burlington Stores, Inc. 2.42%
JCI
Johnson Controls International plc 2.24%
D
Dominion Energy, Inc. 2.20%
DLR
Digital Realty Trust, Inc. 2.17%
VOYA
Voya Financial, Inc. 2.02%
RNR
RenaissanceRe Holdings Ltd. 1.99%

Sector Weightings

Recent News: DVLCX

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Research Reports: DVLCX

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