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BNY Mellon Technology Growth A (DTGRX)

55.25 -0.41 (-0.74%)
At close: 8:01 PM EDT

Fund Summary

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of growth companies of any size that the sub-adviser believes to be leading producers or beneficiaries of technological innovation. Up to 25% of the fund's assets may be invested in foreign securities. In choosing stocks, the fund's portfolio managers looks for technology companies with the potential for strong earnings or revenue growth rates.

BNY Mellon Technology Growth A

New York, NY 10166
200 Park Avenue

Fund Overview

Category Technology
Fund Family BNY Mellon
Net Assets 377.1M
YTD Return 14.45%
Yield 0.00%
Morningstar Rating
Inception Date Apr 15, 1999

Fund Operations

Last Dividend --
Last Cap Gain 28.00
Holdings Turnover 54.77%
Average for Category --

Fees & Expenses

Expense DTGRX Category Average
Annual Report Expense Ratio (net) 1.03% 1.05%
Prospectus Net Expense Ratio 1.03% --
Prospectus Gross Expense Ratio 1.03% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.24%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jonathan is a member of Newton’s equity research team and is the lead portfolio manager for the Blockchain Innovation strategy. Jonathan is a senior research analyst in the Secular Pod. His coverage responsibilities include fintech, payments and software companies. Jonathan joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Jonathan was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Jonathan was a member of the investment team at Commonfund Capital, where he identified and evaluated private equity and venture capital opportunities on behalf of endowments and foundations. He began his career as an analyst with UBS’s healthcare investment banking group. Jonathan earned a BA in Economics from Dartmouth College and an MBA from MIT Sloan School of Management. He received his CFA designation in 2005 and is a member of the CFA Institute.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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