Dreyfus Mutual Fund Family Data Pages

Search By

Performance
12-31-17

Total ReturnCategory Average
Total Return 6.6 -0.4 7.6 15.6 ---
Category Average 5.9 -0.9 6.4 15.7 1.8
Assets for Each Yr* 61.6 56.9 59.1 63.4 63.4
*billions

Trailing Returns %
12-31-17

  YTD 3 Year 5 Year    
Fund Family 15.63 7.38 9.07

Key Stats
12-31-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
63,398 $1,000 13.0 87.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 44.99 1.15 Average
International Stock 3.7 18.43 1.24 Average
Municipal Bond 3.7 12.21 0.89 Average
Taxable Bond 3.0 14.86 0.85 Average
*Doesn't include money market assets.

Premium Features

  Gold, Silver, and Bronze-Rated Funds
  Negative-Rated Funds
  Cost Analyzer
More Premium Features
Not a Premium Member?

Portfolio Analysis

Morningstar Style Box
2 7 6
0 5 2
0 3 3
Asset Allocation %
Cash 9.0
Stocks 57.9
Bonds 32.5
Other 0.6
Annual Turnover % 53
% Assets in Top 10 4.3
 
Sector Breakdown (% of stocks) 
Sensitive 39.3
Communication Services 2.4
Energy 5.2
Industrials 12.2
Technology 19.5
Cyclical 37.4
Basic Materials 5.7
Consumer Cyclical 12.1
Financial Services 14.8
Real Estate 4.7
Defensive 23.4
Consumer Defensives 8.5
Healthcare 12.5
Utilities 2.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 01-12-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 4.75 0.69
  Apple Inc* Technology 4.64 0.60
  Facebook Inc A* Technology 1.65 0.54
  Alphabet Inc C* Technology 7.25 0.44
  JPMorgan Chase & Co* Financial Services 5.88 0.44
  Amazon.com Inc* Consumer Cyclical 11.61 0.35
  Philip Morris International Inc* Consumer Defensive -1.09 0.34
  Johnson & Johnson* Healthcare 4.32 0.31
  Texas Instruments Inc* Technology 7.93 0.27
  Comcast Corp Class A* Communication Services 6.36 0.27
  UnitedHealth Group Inc* Healthcare 3.71 0.26
  Cisco Systems Inc* Technology 7.47 0.26
  Alphabet Inc A* Technology 7.33 0.26
  Berkshire Hathaway Inc B* Financial Services 6.02 0.24
  Oracle Corp* Technology 5.12 0.24
  Exxon Mobil Corp* Energy 4.64 0.22
  United Technologies Corp* Industrials 7.06 0.22
  Merck & Co Inc* Healthcare 4.25 0.21
  AT&T Inc* Communication Services -3.81 0.20
  PepsiCo Inc* Consumer Defensive -2.12 0.20
Show Data Definitions  |  Feedback  |  Order Reprints | Ticker Lookup

Worst 5-Year Relative Performance | More
01-12-18

Highest Expenses | More
01-12-18

Longest Manager Tenure | More
01-12-18

Fund Name Manager Name Average Manager Tenure
Dreyfus Worldwide Growth A Fayez Sarofim 17
Dreyfus Appreciation Investor Fayez Sarofim 17
Dreyfus Tax-Managed Growth A Fayez Sarofim 16
Dreyfus Core Equity A Christopher B. Sarofim 16
Dreyfus Small Cap Equity I Stephanie K. Brandaleone 16

Shortest Manager Tenure | More
01-12-18

Fund Name Manager Name Average Manager Tenure
BNY Mellon Insight Brd Opportunities I Michael Ford 0
Dreyfus Sustainable US Equity Z Terry Coles 1
Dreyfus Ultra Short Income Z Patricia A. Larkin 1
Dreyfus US Mortgage Z Karen Gemmett 1
BNY Mellon Absolute Insgt Multi-Strat I Andrew Cawker 2
Sponsor Center
Content Partners