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 Z DREQX
- NAV / 1-Day Return 19.96 / −1.53 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.840%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.00
- Turnover 21%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 12:22 AM GMT+0
Morningstar’s Analysis DREQX
Will DREQX 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 58.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 13.27 | 214.0 Mil | Technology |
Apple Inc | 9.16 | 147.8 Mil | Technology |
Microsoft Corp | 8.83 | 142.5 Mil | Technology |
Amazon.com Inc | 8.68 | 139.9 Mil | Consumer Cyclical |
Alphabet Inc Class C | 8.09 | 130.4 Mil | Communication Services |
Trane Technologies PLC Class A | 2.33 | 37.5 Mil | Industrials |
CoStar Group Inc | 2.24 | 36.2 Mil | Real Estate |
Intuitive Surgical Inc | 2.15 | 34.7 Mil | Healthcare |
Shopify Inc Registered Shs -A- Subord Vtg | 2.06 | 33.2 Mil | Technology |
AMETEK Inc | 1.82 | 29.4 Mil | Industrials |