BNY Mellon Opportunistic Midcap Value Fund (DMCYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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BNY Mellon Opportunistic Midcap Value Fund
New York, NY 10166
200 Park Avenue
Advantage Funds, Inc.
Management information
,Lead manager since 21 September 2021
Andrew is a member of Newton’s small cap equities team. In his current role, Andrew is a senior portfolio manager. He is primarily responsible for research coverage of the non-US energy, materials and industrials sectors.
Andrew joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Andrew was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).
Prior to joining BNY Mellon, Andrew worked at BlackRock Inc., where he co-managed the Small Cap Growth and Mid Cap Growth funds and conducted research on industrial, energy, materials and consumer stocks. Previously, he served in analyst roles at Schroders Investment Management and Delphi Management.
Andrew has a BA in Economics and Communications from Wake Forest University.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Blend
Fund familyBNY Mellon
Net assets398.88M
YTD return6.26%
Yield0.88%
Morningstar rating★★★
Inception date29 May 2008
Fund operations
Last dividend0.29
Last cap gain16.00
Holdings turnover32.73%
Average for categoryN/A
Fees and expenses
ExpenseDMCYXCategory average
Annual report expense ratio (net)0.86%0.94%
Prospectus net expense ratio0.86%N/A
Prospectus gross expense ratio0.86%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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