DTMGX : BNY Mellon Tax Managed Growth Fund Class A

DTMGX is a US Stocks Market Large Blend with HIGH fees.

DTMGX

BNY Mellon Tax Managed Growth Fund Class A

FI Score

27 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

27% FI Score
  • dtmgx
  • Mutual Fund
  • US Stocks
  • Large Blend

BNY Mellon Tax Managed Growth Fund Class A

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation consistent with minimizing realized capital gains. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and employs a tax-managed strategy, which is an approach to managing a fund that seeks to minimize capital gains tax liabilities. The fund focuses on "blue chip" companies with market capitalizations exceeding $5 billion at the time of purchase, including multinational companies.

Largest Holdings

Amount Holding
8.99% Microsoft Corp
7.83% Apple Inc
5.25% Amazon.com Inc
5.14% Facebook Inc A
4.96% Alphabet Inc Class C
4.10% Visa Inc Class A
3.95% Texas Instruments Inc
3.91% The Estee Lauder Companies Inc Class A
3.23% JPMorgan Chase & Co
2.90% Nestle SA ADR
2.74% BlackRock Inc
2.67% Abbott Laboratories
2.51% Coca-Cola Co
2.45% ASML Holding NV ADR
2.44% PepsiCo Inc
2.41% McDonald's Corp
2.26% Novo Nordisk A/S ADR
2.25% Philip Morris International Inc
2.19% Comcast Corp Class A
2.18% Canadian Pacific Railway Ltd
2.10% UnitedHealth Group Inc
1.88% Roche Holding AG ADR
1.71% Air Products & Chemicals Inc
1.64% Intercontinental Exchange Inc
1.56% Chevron Corp

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