DCGVX Mutual Fund

DCGVX Mutual Fund (BNY Mellon Dynamic Value Fund Class C) is managed by BNY Mellon Investment Management with $146.5M in net assets. DCGVX expense ratio is 1.68%, holding 92 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2001-05-31.

DCGVX performance shows a YTD return of 18.79%. The 1-year return is 25.09% and the 5-year return is 12.58%. DCGVX dividend yield stands at 6.40%, paid annually.

DCGVX top holdings include Amazon.Com Inc (5.4%), Microsoft Corp (4.7%), Jpmorgan Chase (4.1%), Berkshire Hathaway Inc Brk/B Us Equity (3.3%), Unitedhealth Group Incorporated (3.0%). Go to all DCGVX holdings, DCGVX sectors, or DCGVX dividends.

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