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 Dow Down 0.72% Nasdaq Down 0.50%

Dreyfus Opportunistic Midcap Value I (DVLIX)

42.18 Down 0.16(0.38%) Jul 25
Prev Close:42.34
YTD Return*:6.08%
Net Assets*:2.77B
Yield*:0.16%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for DVLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVT3.992.52
AMTD3.454.21
A3.162.32
AMAT3.0029.30
IVZ2.966.66

Fund Basics

Morningstar Overall Rating:
Total Assets:2.77B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:6.08%
5y Avg Return:22.73%
Rank in Category (ytd):62
% Rank in Category (ytd):15.23%
Beta (3y):1.36
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
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