Nasdaq - Delayed Quote USD
BNY Mellon Large Cap Securities Fund (DREVX)
18.64
-0.23
(-1.22%)
At close: 8:04:09 PM EDT
Fund Summary
To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large capitalization companies. In choosing stocks, the fund's portfolio managers use fundamental analysis to create a broadly diversified portfolio comprised of growth stocks, value stocks and stocks that exhibit characteristics of both investment styles.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.33% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 57 |
| Number of Years Down | 16 |
Performance & Risk
| YTD Return | 2.54% |
| 5y Average Return | 16.82% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DREVX | Category Average | DREVX | Category Average | DREVX | Category Average | |
| Alpha | 1.75 | 0.03 | 0.51 | 0.04 | 0.48 | 0.01 |
| BETA | 1.06 | 0.01 | 1.06 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 1.44 | 0.02 | 1.46 | 0.02 | 1.17 | 0.01 |
| R-squared | 96.03 | 0.89 | 95.38 | 0.87 | 95.85 | 0.87 |
| Standard Deviation | 18.09 | 0.2 | 17.67 | 0.16 | 16.08 | 0.15 |
| Sharpe Ratio | 0.7 | 0.01 | 0.83 | 0.01 | 0.75 | 0.01 |
| Treynor Ratio | 11.34 | 0.21 | 13.43 | 0.21 | 11.28 | 0.15 |
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