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BNY Mellon Equity Income Fund (DQIAX)
28.18
-0.04
(-0.14%)
At close: 6:05:35 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -8.09% |
| 5y Average Return | 15.45% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DQIAX | Category Average | DQIAX | Category Average | DQIAX | Category Average | |
| Alpha | 0.87 | -0.01 | 1.75 | -0.03 | -0.85 | -0.03 |
| BETA | 0.91 | 0.01 | 0.89 | 0.01 | 0.93 | 0.01 |
| Mean Annual Return | 0.88 | 0.01 | 1.54 | 0.01 | 0.95 | 0.01 |
| R-squared | 94.7 | 0.78 | 93.96 | 0.83 | 92.72 | 0.84 |
| Standard Deviation | 16.25 | 0.17 | 15.45 | 0.19 | 14.93 | 0.16 |
| Sharpe Ratio | 0.37 | 0 | 1.02 | 0 | 0.64 | 0.01 |
| Treynor Ratio | 5.53 | 0.04 | 18.07 | 0.07 | 9.47 | 0.08 |
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