Mutual Funds - Profile

Dreyfus US Equity Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing U.S. companies across all market capitalizations.

The investment process starts with a list of companies in the benchmark index. Research team then narrows the list based on financial statements analysis and companies that meet broad business metrics and trend criteria are separate for additional analysis.

The team then looks for sources, nature and quality of earnings and growth and estimates long-term outlook for sustainability of acceleration of growth. The team then compares the long term based intrinsic valuation with the current market prices. The fund More

Price

  • Last Close
  • $25.66
    +0.07
  • 52 Week HL
  • $26.87 - $19.16
  • Net Assets
  • $744.73 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 15, 2021

Company Holding
Microsoft Corporation 7.23
Apple Inc 6.29
Amazon Com 6.29
Alphabet Inc 4.91
Citigroup Inc 3.90
Company Holding
Accenture Plc 3.63
QUALCOMM Incorporated 3.41
Abbott Laboratories 3.35
Medtronic Plc 3.30
Goldman Sachs 3.15
Total 45.46%

Manager

  • Name
  • Jane Henderson
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Walter Scott & Partners Limited

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
15.1 % YTD

  • 3 Year
  • 67.53%
  • 5 Year
  • 111.34%
  • Best
  • 29.62%
    2009
  • Worst
  • -3.05%
    2015

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
DPUCX 17%37%34%-3%28%6%4%11%32%13%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 2.4% -20.3% 14% -0.5% 7.1% 3.7% 1.3% -0.9% 8.3% 9.5% -
Q2 9% 20.7% 3.2% 6.5% 3.9% 1.9% -2.4% 2.2% 3% -7.3% -
Q3 - 6.2% -0.2% 8.8% 4% 2.8% -7.1% -1.1% 7.4% 4.9% -
Q4 3.2% 13.3% 5.1% -13.3% 6.3% 1.9% 5.6% 3.3% 7% 2.2% -

Returns +
M

J F M A M J J A S O N D
2021 -3.2% 2.6% 3.1% 5.3% 0.1% 3.4% 5.2% 1.3% -6.1% 3.2% - -
2020 -1.8% -7.5% -12.3% 11.7% 6.2% 1.7% 4.6% 4.1% -2.5% -2.2% 11.8% 3.5%

Annual Return

Index Comparison

Alpha

NAV