BNY Mellon Dynamic Value FundDRGVX

MUTUAL FUNDBNY
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$11.3B
Expense ratio
0.68%
1-year return
+26.3%
3 years, a year
+20.0%
5 years, a year
+15.2%
Holdings
83

What it aims to do.

The fund seeks capital appreciation.

Top 10 holdings.

Holding% of fund
BRK-B Berkshire Hathaway Inc.3.44%
JPM JPMorgan Chase & Co.3.05%
XOM Exxon Mobil Corp.3.03%
CSCO Cisco Systems, Inc.3.00%
JNJ Johnson & Johnson2.91%
AIZ Assurant Inc.2.67%
AMAT Applied Materials Inc.2.55%
LHX L3 Harris Technologies Inc2.28%
TXN Texas Instruments Inc.2.22%
UNH UnitedHealth Group Inc.2.05%

More on DRGVX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.