Mutual Funds - Profile

Dreyfus Opportunistic Small Cap Fund

US > Small-Cap > Core

Rank

Universe Rank

Summary

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

The investment process starts with a list of companies in the benchmark index. The research team then narrows the list using fundamental research and valuation analysis.

The team conducts qualitative research to understand the company’s future business prospects, estimate long-term valuation, and identify events that could cause the estimated value of the company to change.

The fund favors companies and sectors that are likely to benefit from the fundamental and long-term trend perspectives.

More

Price

  • Last Close
  • $33.39
    +0.58
  • 52 Week HL
  • $38.09 - $31.25
  • Net Assets
  • $498.11 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 13, 2021

Company Holding
Cloudera, Inc. 2.71
SkyWest Inc 2.36
Valmont Industries 2.19
Acadia Healthcare 1.95
PayPal Holdings 1.88
Company Holding
Syneos Health 1.86
GrafTech International 1.83
Health Catalyst, 1.83
EverQuote, Inc. 1.74
Medallia, Inc. 1.69
Total 20.04%

Manager

  • Name
  • James Boyd
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
- YTD

  • 3 Year
  • 31.75%
  • 5 Year
  • 45.06%
  • Best
  • 24.64%
    2017
  • Worst
  • -19.77%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
DOPIX -11%14%18%24%-12%13%19%-6%4%37%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 -3.8% 10.6% -32.8% 14.2% -1.7% 7.4% - - - - -
Q2 - 4.6% 30.5% -2.8% 9.5% 1.9% -100% - - - -
Q3 - 0.7% 7.1% - 0.2% 4.7% - - - - -
Q4 - -6.9% 26.5% 7.6% -23.4% 7.9% 8.7% - - - -

Returns +
M

J F M A M J J A S O N D
2022 -3.8% - - - - - - - - - - -
2021 3% 7.7% -0.3% 3.8% -0.8% 1.6% -2.2% 1.5% 1.4% 0.4% -1.3% -8.4%

Annual
Return

Index Comparison

Alpha

NAV