Morningstar

BNY Mellon Opportunistic Small Cap Inv DSCVX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 32.08  /  +0.82 %
  • Total Assets 256.2 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.36%
  • Turnover 38%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DSCVX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit BNY Mellon Opportunistic Small Cap Inv to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DSCVX

More DSCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Baldwin Insurance Group Inc Class A

3.02 8.0 Mil
Financial Services

Alamos Gold Inc Class A

2.79 7.4 Mil
Basic Materials

Fluor Corp

2.73 7.2 Mil
Industrials

Dreyfus Instl Preferred Gov Plus MMkt

2.67 7.1 Mil
Cash and Equivalents

Essent Group Ltd

2.27 6.0 Mil
Financial Services

Insmed Inc

2.21 5.9 Mil
Healthcare

JFrog Ltd Ordinary Shares

2.16 5.7 Mil
Technology

Viper Energy Inc Ordinary Shares - Class A

2.09 5.5 Mil
Energy

CNX Resources Corp

1.91 5.1 Mil
Energy

Flowserve Corp

1.88 5.0 Mil
Industrials

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