Dreyfus Fund Family Report
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  • Select a Fund Family

    • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.407.7015.76-5.368.94
    Category Average-0.956.4215.84-6.038.94
    Assets for Each Yr*55.2857.5162.0053.2658.10
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 8.94 10.10 6.13

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $58,095 mil $1,000 12.68 87.32
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 44.79 1.06 Average
    International Stock 3.6 18.74 1.23 Average
    Municipal Bond 3.7 12.17 0.88 Average
    Taxable Bond 2.9 15.03 0.82 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 15.76 0.57
    JPMorgan Chase & Co* Financial Services 10.22 0.44
    UnitedHealth Group Inc* Healthcare 3.58 0.30
    Verizon Communications Inc* Communication Services 3.35 0.30
    PepsiCo Inc* Consumer Defensive 7.73 0.27
    Berkshire Hathaway Inc B* Financial Services 0.48 0.26
    Johnson & Johnson* Healthcare 7.97 0.23
    Bank of America Corporation* Financial Services 20.94 0.22
    Abbott Laboratories* Healthcare 10.99 0.21
    Texas Instruments Inc* Technology 17.24 0.21
    Comcast Corp Class A* Communication Services 16.83 0.19
    Honeywell International Inc* Industrials 19.63 0.19
    Union Pacific Corp* Industrials 16.93 0.19
    AT&T Inc* Communication Services 9.29 0.18
    Alphabet Inc A* Technology 15.07 0.18
    Pfizer Inc* Healthcare -2.27 0.18
    Philip Morris International Inc* Consumer Defensive 35.56 0.18
    Experian PLC* Industrials 10.73 0.17
    Salesforce.com Inc* Technology 19.68 0.16
    United Technologies Corp* Industrials 19.50 0.16

    Best 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Dreyfus Dynamic Total Return 5 10-10-18
    BNY Mellon Insight Core Plus 7 --
    Dreyfus Global Stock I 10 02-05-19
    Dreyfus Small Cap Stock Inde 10 --
    Dreyfus Global Real Return I 12 09-11-18

    Worst 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Dreyfus Unconstrained Bond I 93 --
    Dreyfus Ultra Short Income Z 92 --
    Dreyfus Opportunistic Small 89 --
    Dreyfus Short Term Income D 88 --
    Dreyfus Opportunistic Midcap 84 02-07-19

    Lowest Expenses | More
    03-19-19

    Fund Name Expense Ratio Analyst Report  
    Dreyfus Diversified Internat 0.07 --
    Dreyfus Yield Enhancement St 0.08 --
    Dreyfus Bond Market Index I 0.15 --
    Dreyfus Instl S&P 500 Stock 0.20 --
    Dreyfus Alternative Diversif 0.38 --

    Highest Expenses | More
    03-19-19

    Fund Name Expense Ratio Analyst Report  
    Dreyfus Emerging Markets A 1.98 --
    BNY Mellon Absolute Insgt Mu 1.43 --
    Dreyfus Total Emerging Marke 1.29 --
    Dreyfus Tax-Managed Growth A 1.25 --
    Dreyfus Technology Growth A 1.22 --

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Worldwide Gr Fayez Sarofim 18.50
    Dreyfus Appreciation Fayez Sarofim 18.30
    Dreyfus Tax-Managed Fayez Sarofim 17.60
    Dreyfus/The Boston C Stephanie K. Brandal 14.20
    Dreyfus Mid Cap Inde Thomas J. Durante 12.10

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Emerging Mar Sean P. Fitzgibbon 0.00
    Dreyfus Japan Womeno Miyuki Kashima 0.40
    Dreyfus Large Cap Eq Thomas Lee 1.10
    Dreyfus Sustainable Jeff Munroe 1.10
    Dreyfus Large Cap Gr Thomas Lee 1.20