Mutual Funds - Profile

BNY Mellon Small-Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the More

Price

  • Last Close
  • $38.73
    -0.5
  • 52 Week HL
  • $43.88 - $31.56
  • Net Assets
  • $5160 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 12, 2021

Company Holding
Twilio Inc. 3.63
Peloton Interactive, 3.61
Medallia, Inc. 3.08
Bandwidth Inc 3.01
Square, Inc. 2.49
Company Holding
HubSpot, Inc. 2.37
DexCom Inc 1.95
Teladoc Health, 1.95
Horizon Therapeutics 1.89
Align Technology 1.76
Total 25.74%

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
1 % YTD

  • 3 Year
  • 89.21%
  • 5 Year
  • 0%
  • Best
  • 55.07%
    2020
  • Worst
  • 1.03%
    2021

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
DBMZX 9%35%34%-6%24%6%-1%0%0%0%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -3.6% -14.5% 25% - - - - - - - -
Q2 5.6% 42.5% 3.7% 11.1% - - - - - - -
Q3 -1.7% 8.2% -7.5% 7.7% - - - - - - -
Q4 -0.3% 13.1% 14.2% -21% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 2.2% 1.3% -6.9% 4.1% -3.8% 5.4% -0.5% 1.7% -2.8% 1% - -
2020 4.2% -4.5% -14.2% 18.6% 13.5% 5.9% 9.9% 4.6% -2% 2.8% 11.1% -1%

Annual Return

Index Comparison

Alpha

NAV