Morningstar

BNY Mellon Research Growth Fund, Inc. Class I DWOIX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $20.45  /  +2.51 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis DWOIX

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

  • People Pillar

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

New managers still settling in.

Analyst Drew Carter

Drew Carter

Analyst

Summary

New managers, analyst turnover, and an unremarkable process limit Newton Large Cap Growth’s appeal in the competitive large-growth Morningstar Category. This strategy includes the BNY Mellon Research Growth fund, separately managed accounts, and a collective investment trust.

by Drew Carter
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Portfolio Holdings DWOIX

More DWOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.81 269M
Technology

Apple Inc

8.55 145M
Technology

Alphabet Inc Class C

7.70 131M
Communication Services

Microsoft Corp

6.66 113M
Technology

Advanced Micro Devices Inc

4.09 70M
Technology

Amazon.com Inc

3.08 52M
Consumer Cyclical

Meta Platforms Inc Class A

2.85 48M
Communication Services

Mastercard Inc Class A

2.73 46M
Financial Services

Marvell Technology Inc

2.23 38M
Technology

Texas Instruments Inc

1.99 34M
Technology

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