Mutual Funds - Profile

Dreyfus Active MidCap Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The systematic and quantitative investment process starts with a list of companies included in the benchmark index. The process then ranks companies based on valuation models which looks for relative mispricing. The companies are ranked in each sector and style subset.

The fund while constructing a portfolio applies additional weights to stocks that are attractive or under weights or zero weights that are ranked least attractive by the systematic process.

The fund generally holds between 100 and 250 securities.

More

Price

  • Last Close
  • $56.48
    +0.92
  • 52 Week HL
  • $61.44 - $47.76
  • Net Assets
  • $476.97 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 13, 2021

Company Holding
Cadence Design 1.45
Parker-Hannifin 1.42
Old Dominion 1.30
Mid-America Apartment 1.27
First Industrial 1.09
Company Holding
Clorox Company 1.05
FleetCor Technologies 1.05
DTE Energy 0.97
STERIS Plc 0.97
KLA Tencor 0.85
Total 11.42%

Manager

  • Name
  • Peter D. Goslin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-8.3 % YTD

  • 3 Year
  • 3.23%
  • 5 Year
  • 0.76%
  • Best
  • 16.94%
    2017
  • Worst
  • -14.29%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
DNLYX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.4% 7.7% -28.7% 13% -1.6% 5% 0.7% - - - -
Q2 - 7.6% 21.3% 0.1% 2.2% 0.6% -0.7% -100% - - -
Q3 - 5.2% 5% -3.7% 2.7% 3.2% 2.3% 0.5% - - -
Q4 - -8.6% 16.5% 2.3% -15.1% 6.6% 6.7% 5% - - -

Returns +
M

J F M A M J J A S O N D
2022 -8.3% - - - - - - - - - - -
2021 - 4.9% 2.7% 4.9% 1.2% 1.5% 1.5% 2.9% 0.7% 0.6% -2.8% -10.7%

Annual
Return

Index Comparison

Alpha

NAV