Dreyfusthe Boston Pany Fund Quote
DBMZX Fund | USD 30.18 0.03 0.1% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Dreyfus/the Boston is trading at 30.18 as of the 28th of November 2024; that is 0.1% up since the beginning of the trading day. The fund's open price was 30.15. Dreyfus/the Boston has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Dreyfusthe Boston Pany are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap U.S. companies. The adviser considers small-cap and mid-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell Midcap Index.. More on Dreyfusthe Boston Pany
Moving against Dreyfus/the Mutual Fund
Dreyfus/the Mutual Fund Highlights
Fund Concentration | BNY Mellon Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, BNY Mellon, Large, Mid-Cap Growth (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 1st of February 2023 |
Fiscal Year End | September |
Dreyfusthe Boston Pany [DBMZX] is traded in USA and was established 28th of November 2024. Dreyfus/the Boston is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of BNY Mellon family. This fund currently has accumulated 2.5 B in assets under management (AUM) with no minimum investment requirementsDreyfusthe Boston Pany is currently producing year-to-date (YTD) return of 13.99%, while the total return for the last 3 years was -5.41%.
Check Dreyfus/the Boston Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dreyfus/the Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dreyfus/the Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dreyfusthe Boston Pany Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dreyfusthe Boston Pany Mutual Fund Constituents
EXPE | Expedia Group | Stock | Consumer Discretionary | |
BECN | Beacon Roofing Supply | Stock | Industrials | |
SSNC | SSC Technologies Holdings | Stock | Information Technology | |
RPD | Rapid7 Inc | Stock | Information Technology | |
EYE | National Vision Holdings | Stock | Consumer Discretionary | |
SPLK | Splunk Inc | Stock | Information Technology | |
PTON | Peloton Interactive | Stock | Consumer Discretionary | |
TDOC | Teladoc | Stock | Health Care |
Dreyfusthe Boston Pany Risk Profiles
Mean Deviation | 0.8589 | |||
Semi Deviation | 1.02 | |||
Standard Deviation | 1.15 | |||
Variance | 1.33 |
Dreyfus/the Boston Against Markets
Other Information on Investing in Dreyfus/the Mutual Fund
Dreyfus/the Boston financial ratios help investors to determine whether Dreyfus/the Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dreyfus/the with respect to the benefits of owning Dreyfus/the Boston security.
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