Dreyfus Growth & IncomeDGRIX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

Dreyfus Growth & Income is better than it looks, but it's not a slam-dunk.

Don't put too much stock in this fund's Morningstar Rating. While it has earned only 2 stars and has significantly lagged the majority of the large-growth category over the last one-, three-, and five-year periods through Oct. Read more

Kudos

This fund is well positioned for an upswing in mega-cap stocks.

Portfolio of high-quality companies. Read more

Risks

Manager turnover.

Could be cheaper.

Don't know exactly how the asset-allocation committee in charge of sleeve allocation here will perform. Read more

Strategy

This fund uses both quantitative and fundamental analysis to find stocks that have strong growth prospects and reasonable valuations. It is broadly diversified and includes a blend of growth and dividend-paying stocks. Read more

Management

John Jares of Founders Asset Management LLC, a subsidiary of Dreyfus, left the firm in early 2009. He was joined in September 2008 by John Bailer and Brian Ferguson, who have now assumed responsibilities for the equity-income sleeve of the portfolio. Read more

Inside Scoop

Large-growth funds have not exactly shot the lights out the last few years, and neither has this fund. The two new managers added in September 2008 are going to have their work cut out for them as the manager they came to assist has now left the fund. Read more

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