Dreyfus Opportunistic Midcap Value C (DVLCX)
36.22
0.46(1.29%) May 17
| Prev Close: | 35.76 |
|---|
| YTD Return*: | 13.47% |
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| Net Assets*: | 1.73B |
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| Yield*: | 0.04% |
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* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for DVLCX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| NWL | 3.46 | 17.11 |
| IR.IR | 3.32 | 13.87 |
| AVT | 3.17 | 15.62 |
| SPDR S&P MidCap 400 | 3.12 | 5.90 |
| PH | 2.92 | 21.00 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.73B |
| Category: | Mid-Cap Blend |
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| Annual Report Expense Ratio (net): | 2.03% |
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Performance & Risk
| YTD Return: | 13.47% |
| 5y Avg Return: | 9.77% |
| Rank in Category (ytd): | 24 |
| % Rank in Category (ytd): | 5.61% |
| Beta (3y): | 1.37 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks to surpass the performance of the Russell Midcap® Value Index.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in mid-cap stocks with market capitalizations between $1 billion and $25 billion at the time of purchase. It may continue to hold a security whose market capitalization grows, a substantial portion of the fund's holdings can have market capitalizations in excess of $25 billion at any given time. The fund focuses on individual stock selection (a "bottom-up" approach), emphasizing three key factors: relative value, business health, and business momentum.
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