BNY Mellon Midcap Value FundDVLCX

MUTUAL FUNDBNY
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$388.6M
Expense ratio
1.99%
1-year return
+13.8%
3 years, a year
+11.7%
5 years, a year
+6.9%
Holdings
73

What it aims to do.

The fund seeks to surpass the performance of the Russell Midcap Value Index.

Top 10 holdings.

Holding% of fund
AIZ Assurant Inc.2.60%
EXC Exelon Corp.2.15%
D Dominion Energy Inc2.10%
JOBY Weatherford International Plc1.97%
ON ON Semiconductor Corp.1.94%
RKT Rocket Companies Inc1.93%
TKR The Timken Company1.91%
FHN First Horizon Corporation1.90%
FANG Diamondback Energy Inc1.90%
DOV Dover Corporation1.87%

More on DVLCX.

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