Mutual Funds - Profile

Dreyfus Large Cap Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large- and mega-size U.S. companies.

The investment process starts with a list of companies with market capitalization above $5 billion.

The research team with the help of fundamental research and quantitative screens narrows the list of companies with a proven track record of earnings growth and above-average return on capital.

The team with the help of qualitative analysis looks for companies with earnings power not yet recognized by the market, presence of catalysts for higher stock valuation, strong or improving financial condition.

The investment team while More

Price

  • Last Close
  • $30.19
    +0.02
  • 52 Week HL
  • $31.28 - $22.42
  • Net Assets
  • $900.08 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 13, 2021

Company Holding
Microsoft Corporation 5.57
Apple Inc 5.48
Amazon Com 4.70
Alphabet Inc 3.36
Facebook Inc 2.64
Company Holding
Micron Technology 2.55
Visa Inc 2.47
NVIDIA Corporation 2.09
J P 2.06
PayPal Holdings 1.85
Total 32.77%

Manager

  • Name
  • Thomas Lee
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
16.5 % YTD

  • 3 Year
  • 73.35%
  • 5 Year
  • 116.04%
  • Best
  • 25.57%
    2019
  • Worst
  • -5.81%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
DLACX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.5% -21% 12.9% 0.2% 7.2% -0.5% - - - - -
Q2 8.7% 22.3% 3.8% 6.2% 3.8% 1.5% -100% - - - -
Q3 5.8% 11% -0.6% 7.7% 4.4% 5.5% -100% - - - -
Q4 - 10.5% 5.5% -16.5% 7.4% 4.5% 6.4% - - - -

Returns +
M

J F M A M J J A S O N D
2021 -1.6% 3.7% 2.3% 5.2% 0.6% 2.8% 2.4% 3.3% - -3.1% - -
2020 -0.2% -7.4% -14.5% 13% 4.8% 3.3% 7% 7.8% -3.8% -2% 11.2% 1.5%

Annual Return

Index Comparison

Alpha

NAV