Morningstar

BNY Mellon Active MidCap Fund - Class I DNLRX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $66.08  /  +0.73 %
  • Fund Size $518.5M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.89%
  • Turnover Ratio 65%
NAV and 1-Day Return as of

Morningstar’s Analysis DNLRX

Will DNLRX outperform in the 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 DNLRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Active MidCap I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DNLRX

More DNLRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

1.30 7M
Industrials

Loews Corp

1.27 6M
Financial Services

Ameriprise Financial Inc

1.26 6M
Financial Services

Allstate Corp

1.23 6M
Financial Services

Halliburton Co

1.18 6M
Energy

Assurant Inc

1.13 6M
Financial Services

State Street Corp

0.99 5M
Financial Services

Howmet Aerospace Inc

0.98 5M
Industrials

Marathon Petroleum Corp

0.92 5M
Energy

Fifth Third Bancorp

0.89 4M
Financial Services

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