BNY Mellon Large Cap Equity A (DLQAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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BNY Mellon Large Cap Equity A
New York, NY 10166
200 Park Ave 8th Floor
Dreyfus Premier Investment Funds Inc
4563
Management Information
Peter D. Goslin,Lead Manager since October 22, 2023
Peter is a member of Newton’s equity income team. Peter oversees multi-factor equity portfolio management and is responsible for the portfolio management and implementation of systematic equity investment strategies. Peter collaborates with quantitative and fundamental equity researchers to evolve the systematic investment processes and set the research agenda.
Peter 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, Peter was a senior portfolio manager and trader at Mellon Investments Corporation, Mellon Capital and Mellon Equity Associates (all BNY Mellon group companies).
Prior to joining BNY Mellon, Peter worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch in New York. Previously, he ran Merrill’s equity index option desk at the Chicago Mercantile Exchange.
Peter has a BS in Finance and Computer Science from St. Vincent College and an MBA in Finance from the University of Notre Dame. He received his CFA designation in 2000 and is a member of the CFA Institute and the CFA Society Pittsburgh.
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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.
Fund Overview
CategoryLarge Growth
Fund FamilyBNY Mellon
Net Assets283.98M
YTD Return8.75%
Yield0.71%
Morningstar Rating★★
Inception DateSept 14, 2008
Fund Operations
Last Dividend0.03
Last Cap Gain-16.00
Holdings Turnover70.46%
Average for CategoryN/A
Fees & Expenses
ExpenseDLQAXCategory Average
Annual Report Expense Ratio (net)1.75%0.99%
Prospectus Net Expense Ratio1.75%N/A
Prospectus Gross Expense Ratio2.12%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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