The BNY Mellon Research Growth strategy’s 2021 move away from an analyst-oriented approach was a positive, but this process and team don’t stand out in the competitive large-growth Morningstar Category.
BNY Mellon Research Growth A DWOAX
- NAV / 1-Day Return 19.43 / −0.87 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.030%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 21%
USD | NAV as of Jun 28, 2024 | 1-Day Return as of Jun 28, 2024, 11:56 PM GMT+0
Morningstar’s Analysis DWOAX
Will DWOAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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Alphabet Inc Class C | 8.60 | 133.3 Mil | Communication Services |
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CoStar Group Inc | 2.61 | 40.5 Mil | Real Estate |
Trane Technologies PLC Class A | 2.18 | 33.8 Mil | Industrials |
Block Inc Class A | 2.12 | 32.9 Mil | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 2.09 | 32.4 Mil | Technology |
EQT Corp | 2.01 | 31.2 Mil | Energy |