Dreyfus Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.58-0.417.6215.75-1.12
    Category Average5.85-0.966.4015.80-1.90
    Assets for Each Yr*60.4355.8658.1262.6360.24
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.12 6.67 6.13

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $60,239 mil $1,000 12.37 87.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 45.19 1.09 Average
    International Stock 3.6 17.95 1.25 Average
    Municipal Bond 3.8 11.77 0.89 Average
    Taxable Bond 2.8 16.03 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.49 0.82
    Amazon.com Inc* Consumer Cyclical 39.48 0.66
    Alphabet Inc Class C* Technology -0.99 0.50
    JPMorgan Chase & Co* Financial Services 4.80 0.44
    UnitedHealth Group Inc* Healthcare 23.27 0.28
    Merck & Co Inc* Healthcare 35.15 0.24
    PepsiCo Inc* Consumer Defensive -0.10 0.23
    Bank of America Corporation* Financial Services -4.64 0.22
    Texas Instruments Inc* Technology -7.76 0.22
    United Technologies Corp* Industrials 2.86 0.22
    Pfizer Inc* Healthcare 23.91 0.21
    Alphabet Inc A* Technology -0.52 0.18
    Chevron Corp* Energy -5.18 0.17
    Oracle Corp* Technology 6.32 0.17
    The Home Depot Inc* Consumer Cyclical -3.93 0.16
    Adobe Inc* Technology 36.24 0.16
    Experian PLC* Industrials 8.88 0.15
    Praxair Inc* Basic Materials 3.05 0.15
    Citigroup Inc* Financial Services -10.87 0.14
    Comcast Corp Class A* Communication Services -4.00 0.14

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Worldwide Gr Fayez Sarofim 18.20
    Dreyfus Appreciation Fayez Sarofim 18.00
    Dreyfus Tax-Managed Fayez Sarofim 17.30
    Dreyfus Core Equity Christopher B. Sarof 16.90
    Dreyfus/The Boston C Stephanie K. Brandal 13.90

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Balanced Opp Vassilis Dagioglu 0.00
    Dreyfus Japan Womeno Miyuki Kashima 0.20
    Dreyfus Large Cap Eq Thomas Lee 0.70
    Dreyfus Large Cap Gr Thomas Lee 0.90
    BNY Mellon Insight B Michael Ford 1.00