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BNY Mellon Equity Income Fund (DQIAX)

27.98
+0.53
+(1.93%)
As of 8:05:36 AM EDT. Market Open.
Loading Chart for DQIAX
  • Previous Close 27.45
  • YTD Return -3.31%
  • Expense Ratio 1.02%
  • Category Large Value
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.58B
  • Beta (5Y Monthly) 0.91
  • Yield 1.41%
  • 5y Average Return --
  • Holdings Turnover 28.63%
  • Last Dividend 0.11
  • Inception Date Jul 1, 2013

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It seeks to focus on dividend paying stocks and other investments that provide income. In selecting securities, the fund's portfolio managers use a proprietary computer model to identify and rank stocks within an industry or sector, based on several characteristics. It may invest in stocks with either value or growth characteristics.

BNY Mellon

Fund Family

Large Value

Fund Category

1.58B

Net Assets

2013-07-01

Inception Date

Performance Overview: DQIAX

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Trailing returns as of 4/10/2025. Category is Large Value.

YTD Return

DQIAX
3.31%
Category
4.44%
 

1-Year Return

DQIAX
10.20%
Category
14.37%
 

3-Year Return

DQIAX
9.66%
Category
6.04%
 

5-Year Return

DQIAX
18.81%
Category
9.20%
 

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Holdings: DQIAX

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Sector Weightings

SectorDQIAX
Technology   27.45%
Healthcare   9.38%
Industrials   6.11%
Energy   6.09%
Utilities   3.51%
Real Estate   1.70%

Recent News: DQIAX

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Research Reports: DQIAX

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