Dreyfus Equity Income Fund Quote
DQIAX Fund | USD 32.94 0.05 0.15% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Dreyfus Equity is trading at 32.94 as of the 26th of November 2024; that is 0.15% up since the beginning of the trading day. The fund's open price was 32.89. Dreyfus Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Dreyfus Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th 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. It seeks to focus on dividend paying stocks and other investments that provide income. In selecting securities, the funds portfolio managers use a proprietary computer model to identify and rank stocks within an industry or sector, based on several characteristics. More on Dreyfus Equity Income
Moving against Dreyfus Mutual Fund
Dreyfus Mutual Fund Highlights
Fund Concentration | BNY Mellon Funds, Large Value Funds, Large Value, BNY Mellon, Large Value, Large Value (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 30th of September 2022 |
Fiscal Year End | May |
Dreyfus Equity Income [DQIAX] is traded in USA and was established 26th of November 2024. Dreyfus Equity is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under Large Value category and is part of BNY Mellon family. This fund currently has accumulated 904.43 M in assets under management (AUM) with no minimum investment requirementsDreyfus Equity Income is currently producing year-to-date (YTD) return of 27.04% with the current yeild of 0.02%, while the total return for the last 3 years was 11.62%.
Check Dreyfus Equity 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 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 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 Dreyfus Equity Income 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 Dreyfus Equity Income Mutual Fund Constituents
UPS | United Parcel Service | Stock | Industrials | |
JPM | JPMorgan Chase Co | Stock | Financials | |
VLO | Valero Energy | Stock | Energy | |
WMT | Walmart | Stock | Consumer Staples | |
INTC | Intel | Stock | Information Technology | |
GE | GE Aerospace | Stock | Industrials | |
BMY | Bristol Myers Squibb | Stock | Health Care | |
MSFT | Microsoft | Stock | Information Technology |
Dreyfus Equity Income Risk Profiles
Mean Deviation | 0.4926 | |||
Semi Deviation | 0.4882 | |||
Standard Deviation | 0.6763 | |||
Variance | 0.4574 |
Dreyfus Equity Against Markets
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Equity financial ratios help investors to determine whether Dreyfus 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 with respect to the benefits of owning Dreyfus Equity security.
Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories |