Dow Up 1.02% Nasdaq Up 1.33%

Dreyfus Opportunistic Midcap Value I (DVLIX)

41.04 Up 0.06(0.15%) Oct 30
Prev Close:41.04
YTD Return*:2.20%
Net Assets*:2.63B
Yield*:0.17%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for DVLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AMTD3.758.88
CMA3.474.82
AVT3.41-6.76
AMAT3.1820.25
DFS3.0914.76

Fund Basics

Morningstar Overall Rating:
Total Assets:2.63B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:2.20%
5y Avg Return:16.77%
Rank in Category (ytd):60
% Rank in Category (ytd):15.35%
Beta (3y):1.27
Morningstar Risk Rating:5

Fund Summary

The investment seeks to surpass the performance of the Russell Midcap® Value Index. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in mid-cap stocks with market capitalizations between $1 billion and $25 billion at the time of purchase. Because the fund may continue to hold a security whose market capitalization grows, a substantial portion of the fund's holdings can have market capitalizations in excess of $25 billion at any given time. The fund focuses on individual stock selection (a "bottom-up" approach), emphasizing three key factors: relative value, business health, and business momentum. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback