DAGVX – Fund Analysis – BNY Mellon Dynamic Value Fund A | Morningstar

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Will DAGVX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DAGVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A skillful lead manager.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Despite continued changes in BNY Mellon Dynamic Value's analyst squad, lead manager Brian Ferguson has deftly and successfully steered this process through a variety of market environments.

by Drew Carter

Rated on Aug 27, 2024 Published on Aug 27, 2024

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