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Dreyfus Opportunistic Midcap Value I (DVLIX)

43.01 Up 0.15(0.35%) Aug 29
Prev Close:42.86
YTD Return*:3.58%
Net Assets*:2.72B
Yield*:0.17%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for DVLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVT3.52-2.74
AMTD3.404.73
CMA3.374.50
AMAT3.2020.42
DFS2.888.24

Fund Basics

Morningstar Overall Rating:
Total Assets:2.72B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:3.58%
5y Avg Return:19.59%
Rank in Category (ytd):31
% Rank in Category (ytd):7.64%
Beta (3y):1.35
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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