A strong management team and sound investment process underpin BNY Mellon Tax Managed Growth A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 34.91 / 0.68 %
- Total Assets 128.5 Mil
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.22%
- Turnover 8%
Morningstar’s Analysis DTMGX
Will DTMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.