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Morningstar

BNY Mellon Dynamic Value Fund A DAGVX

Morningstar Analyst Rating
Analyst rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 39.74  /  0.35 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 115%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis DAGVX

Will DAGVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DAGVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DAGVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DAGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid large-value option.

Analyst

Summary

| by Drew Carter

BNY Mellon Dynamic Value’s experienced team and consistent process earn it a Morningstar Analyst Rating of Bronze for all share classes except the pricier C shares, which are Neutral.

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