Nasdaq - Delayed Quote USD

BNY Mellon Dynamic Value Fund C (DCGVX)

38.36 +0.36 (+0.95%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • Ameritas NTFN
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Avantax
  • Mid Atlantic Clearing and Settlement

Fund Summary

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. It may invest up to 30% of its net assets in foreign securities. The fund's portfolio managers identify potential investments through extensive quantitative and fundamental research. The fund focuses on individual stock selection (a "bottom-up" approach), emphasizing three key factors: value, sound business fundamentals and positive business momentum.

Fund Overview

Category Large Value
Fund Family BNY Mellon
Net Assets 5.24B
YTD Return 9.27%
Yield 0.26%
Morningstar Rating
Inception Date May 31, 2001

Performance & Risk

YTD Return 6.14%
5y Average Return 12.47%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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