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BNY Mellon Large Cap Securities Fund (DREVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.16+0.22 (+1.23%)
At close: 08:01PM EDT

BNY Mellon Large Cap Securities Fund

New York NY 10166

200 Park Avenue

The Dreyfus Corporation

Management information
,Lead manager since 21 September 2021
Miki is a member of Newton’s equity opportunities team. In her current role, she is a portfolio manager on the growth funds. Miki 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, Miki was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, she was a research analyst with a focus on healthcare. Over her 14 years at the firm, she covered the consumer staples, consumer discretionary and healthcare sectors across EM, EAFE and the US. Prior to joining BNY Mellon, Miki worked at Leerink Swann & Co., a healthcare investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical-device companies on strategic growth opportunities.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyBNY Mellon
Net assets2.2B
YTD return10.62%
Yield0.30%
Morningstar rating★★★★★
Inception date23 May 1951

Fund operations

Last dividend0.01
Last cap gain-41.00
Holdings turnover29.08%
Average for categoryN/A

Fees and expenses

ExpenseDREVXCategory average
Annual report expense ratio (net)0.71%0.99%
Prospectus net expense ratio0.71%N/A
Prospectus gross expense ratio0.71%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A