The Dreyfus Sustainable Fund Quote
DRTCX Fund | USD 20.72 0.01 0.05% |
Performance9 of 100
| Odds Of DistressLess than 19
|
The Dreyfus is trading at 20.72 as of the 22nd of November 2024; that is 0.05 percent increase since the beginning of the trading day. The fund's open price was 20.71. The Dreyfus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for The Dreyfus Sustainable are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies that demonstrate attractive investment attributes and sustainable business practices and have no material unresolvable environmental, social and governance issues. More on The Dreyfus Sustainable
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The Mutual Fund Highlights
Fund Concentration | Dreyfus Funds, Large Blend Funds, Large Blend, Dreyfus (View all Sectors) |
Update Date | 30th of September 2024 |
The Dreyfus Sustainable [DRTCX] is traded in USA and was established 22nd of November 2024. The Dreyfus is listed under Dreyfus category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dreyfus family. This fund currently has accumulated 320.64 M in assets under management (AUM) with no minimum investment requirementsThe Dreyfus Sustainable is currently producing year-to-date (YTD) return of 26.17% with the current yeild of 0.01%, while the total return for the last 3 years was 6.35%.
Check The Dreyfus 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 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 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 The Dreyfus Sustainable 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 The Dreyfus Sustainable Mutual Fund Constituents
CL | Colgate Palmolive | Stock | Consumer Staples | |
FRC | FIRST REP BK | Stock | Financials | |
VZ | Verizon Communications | Stock | Communication Services | |
QCOM | Qualcomm Incorporated | Stock | Information Technology | |
PEP | PepsiCo | Stock | Consumer Staples | |
NKE | Nike Inc | Stock | Consumer Discretionary | |
MSFT | Microsoft | Stock | Information Technology | |
MRK | Merck Company | Stock | Health Care |
The Dreyfus Sustainable Risk Profiles
Mean Deviation | 0.6313 | |||
Semi Deviation | 0.7647 | |||
Standard Deviation | 0.8719 | |||
Variance | 0.7602 |
The Dreyfus Against Markets
Other Information on Investing in The Mutual Fund
The Dreyfus financial ratios help investors to determine whether 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 The with respect to the benefits of owning The Dreyfus security.
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