Dreyfus Mutual Fund Family Data Pages

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Performance
03-31-18

Total ReturnCategory Average
Total Return 6.6 -0.4 7.6 15.6 -0.4
Category Average 5.9 -0.9 6.4 15.7 -0.2
Assets for Each Yr* 61.4 56.7 58.9 63.2 62.8
*billions

Trailing Returns %
03-31-18

  YTD 3 Year 5 Year    
Fund Family -0.39 6.43 7.80

Key Stats
03-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
62,793 $1,000 12.7 87.3
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 44.02 1.12 Average
International Stock 3.6 19.05 1.24 Average
Municipal Bond 3.7 11.94 0.89 Average
Taxable Bond 2.9 15.71 0.85 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
2 7 6
0 4 1
0 3 3
Asset Allocation %
Cash 10.0
Stocks 55.5
Bonds 33.8
Other 0.8
Annual Turnover % 53
% Assets in Top 10 4.3
 
Sector Breakdown (% of stocks) 
Sensitive 39.9
Communication Services 2.2
Energy 5.6
Industrials 12.1
Technology 20.1
Cyclical 37.6
Basic Materials 5.8
Consumer Cyclical 12.3
Financial Services 15.0
Real Estate 4.5
Defensive 22.5
Consumer Defensives 7.9
Healthcare 12.4
Utilities 2.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 04-18-18

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 5.46 0.73
  Microsoft Corp* Technology 13.23 0.68
  Facebook Inc A* Technology -5.72 0.45
  Amazon.com Inc* Consumer Cyclical 30.64 0.44
  JPMorgan Chase & Co* Financial Services 3.27 0.44
  Alphabet Inc C* Technology 2.45 0.43
  Cisco Systems Inc* Technology 18.15 0.35
  Exxon Mobil Corp* Energy -4.36 0.27
  Visa Inc Class A* Financial Services 9.36 0.27
  Texas Instruments Inc* Technology 1.46 0.26
  Bank of America Corporation* Financial Services 0.44 0.25
  Philip Morris International Inc* Consumer Defensive -2.97 0.25
  Berkshire Hathaway Inc B* Financial Services 0.65 0.25
  UnitedHealth Group Inc* Healthcare 7.57 0.24
  Johnson & Johnson* Healthcare -7.99 0.20
  United Technologies Corp* Industrials -1.62 0.20
  Verizon Communications Inc* Communication Services -5.91 0.19
  DowDuPont Inc* Basic Materials -3.90 0.18
  PepsiCo Inc* Consumer Defensive -10.12 0.18
  Comcast Corp Class A* Communication Services -16.06 0.17
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Worst 5-Year Relative Performance | More
04-18-18

Highest Expenses | More
04-18-18

Longest Manager Tenure | More
04-18-18

Fund Name Manager Name Average Manager Tenure
Dreyfus Worldwide Growth A Fayez Sarofim 18
Dreyfus Appreciation Investor Fayez Sarofim 17
Dreyfus Tax-Managed Growth A Fayez Sarofim 17
Dreyfus Core Equity A Christopher B. Sarofim 16
Dreyfus/The Boston Company Sm Cp Val I Stephanie K. Brandaleone 13

Shortest Manager Tenure | More
04-18-18

Fund Name Manager Name Average Manager Tenure
Dreyfus Large Cap Equity A Thomas Lee 0
Dreyfus Large Cap Growth A Thomas Lee 0
BNY Mellon Insight Brd Opportunities I Michael Ford 0
Dreyfus Global Multi-Asset Income I Paul Flood 0
Dreyfus Sustainable US Equity Z Terry Coles 1
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