DBMAX Mutual Fund

DBMAX Mutual Fund (BNY Mellon Small/Mid Cap Growth Fund Class A) is managed by BNY Mellon Investment Management with $327.6M in net assets. DBMAX expense ratio is 1.02%, holding 66 positions across sectors including Industrials, Health Care, Consumer Discretionary. Inception date: 2009-03-31.

DBMAX performance shows a YTD return of 6.96%. The 1-year return is 12.97% and the 5-year return is -1.10%. DBMAX dividend yield stands at 53.80%, paid annually.

DBMAX top holdings include The Baldwin Insurance Group Inc. (4.3%), Caseys General (4.1%), Guardant Health Inc (3.8%), Repligen Corp (3.3%), Regal Rexnord Corp (3.2%). Go to all DBMAX holdings, DBMAX sectors, or DBMAX dividends.

DBMAX can be compared against other funds. Use DBMAX overlap to find shared positions, or DBMAX vs another fund for a side-by-side view. DBMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.