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BNY Mellon Technology Growth A (DTGRX)

77.99 -2.65 (-3.29%)
At close: 8:07:05 PM EST

Fund Summary

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of growth companies of any size that the sub-adviser believes to be leading producers or beneficiaries of technological innovation. Up to 25% of the fund's assets may be invested in foreign securities. In choosing stocks, the fund's portfolio managers looks for technology companies with the potential for strong earnings or revenue growth rates.

BNY Mellon Technology Growth A

New York, NY 10166
200 Park Avenue

Fund Overview

Category Technology
Fund Family BNY Mellon
Net Assets 572.98M
YTD Return 32.41%
Yield 0.00%
Morningstar Rating
Inception Date Apr 15, 1999

Fund Operations

Last Dividend --
Last Cap Gain 46.00
Holdings Turnover 33.84%
Average for Category --

Fees & Expenses

Expense DTGRX Category Average
Annual Report Expense Ratio (net)
1.16% 1.05%
Prospectus Net Expense Ratio
1.16% --
Prospectus Gross Expense Ratio
1.16% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- 5.21%
Max Deferred Sales Load
-- 1.24%
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Brian is an equity research analyst and a portfolio manager on the Core Research Technology Sector Equity strategy. As a member of the secular research pod, he is responsible for covering technology companies. Brian joined Newton in August 2022. Prior to joining the firm, he was a research analyst at Eaton Vance, working in a generalist capacity. Prior to that, he held various investment roles at Vanguard. Brian earned a BS in Finance from Elon University. He received his CFA1 designation in 2017 and is a member of the CFA Institute. Outside of work, Brian enjoys reading, cooking, surfing and skiing.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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