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Morningstar

BNY Mellon Global Real Return - I DRRIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.81  /  0.27 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 9.59%
  • Turnover 73%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:00 AM GMT+00:00

Morningstar’s Analysis DRRIX

Will DRRIX 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 DRRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DRRIX 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 DRRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The Head of Newton's Real Return Team Has Died

Analyst

Analyst Note

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