DMCVX – Fund Analysis – BNY Mellon Opportunistic Midcap Value A | Morningstar

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Will DMCVX outperform in future?

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Process Pillar

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

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

A new lead manager brings process changes, leading to a downgrade.

Analyst Drew Carter

Drew Carter

Analyst

Summary

New lead manager Andrew Leger took over June 10, 2024, and brought process changes with him, resulting in a Process Pillar downgrade to Average from Above Average.

by Drew Carter

Rated on Jul 10, 2024 Published on Jul 10, 2024

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