Dreyfus Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.407.7015.76-5.36--
    Category Average-0.956.4215.84-6.033.39
    Assets for Each Yr*55.2857.5162.0053.2653.26
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.36 5.67 4.61

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,260 mil $1,000 12.80 87.20
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 43.22 1.06 Average
    International Stock 3.5 18.45 1.23 Average
    Municipal Bond 3.7 13.22 0.88 Average
    Taxable Bond 2.8 16.12 0.82 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 0.85
    Amazon.com Inc* Consumer Cyclical 12.93 0.61
    JPMorgan Chase & Co* Financial Services 7.96 0.43
    Verizon Communications Inc* Communication Services 2.62 0.35
    Merck & Co Inc* Healthcare -0.71 0.32
    UnitedHealth Group Inc* Healthcare 6.58 0.30
    Johnson & Johnson* Healthcare 1.27 0.24
    McDonald's Corp* Consumer Cyclical 2.82 0.22
    Texas Instruments Inc* Technology 5.21 0.22
    Bank of America Corporation* Financial Services 18.91 0.20
    Experian PLC* Industrials 2.41 0.17
    Philip Morris International Inc* Consumer Defensive 10.53 0.17
    Qualcomm Inc* Technology -2.88 0.16
    Marathon Petroleum Corp* Energy 12.00 0.14
    Walt Disney Co* Consumer Cyclical 1.27 0.14
    Altria Group Inc* Consumer Defensive -2.19 0.13
    Citigroup Inc* Financial Services 21.24 0.12
    PayPal Holdings Inc* Financial Services 8.36 0.12
    Wells Fargo & Co* Financial Services 8.53 0.12
    Boston Scientific Corp* Healthcare 6.65 0.11

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Worldwide Gr Fayez Sarofim 18.40
    Dreyfus Appreciation Fayez Sarofim 18.20
    Dreyfus Tax-Managed Fayez Sarofim 17.50
    Dreyfus/The Boston C Stephanie K. Brandal 14.10
    Dreyfus Mid Cap Inde Thomas J. Durante 12.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Japan Womeno Miyuki Kashima 0.40
    Dreyfus Large Cap Eq Thomas Lee 0.90
    Dreyfus Sustainable Jeff Munroe 1.00
    Dreyfus Global Multi Paul Flood 1.10
    Dreyfus Large Cap Gr Thomas Lee 1.10