Total Return | 6.59 | -0.42 | 7.55 | 15.61 | -0.39 |
Category Average | 5.88 | -0.94 | 6.40 | 15.69 | -0.18 |
Assets for Each Yr* | 61.43 | 56.75 | 58.90 | 63.23 | 62.79 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | -0.39 | 6.43 | 7.80 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$62,793 mil | $1,000 | 12.64 | 87.36 |
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 |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Apple Inc* | Technology | -2.93 | 0.73 | |
Microsoft Corp* | Technology | 8.41 | 0.71 | |
Amazon.com Inc* | Consumer Cyclical | 24.86 | 0.46 | |
JPMorgan Chase & Co* | Financial Services | 3.90 | 0.45 | |
Alphabet Inc C* | Technology | -2.41 | 0.42 | |
Facebook Inc A* | Technology | -9.50 | 0.40 | |
Cisco Systems Inc* | Technology | 15.74 | 0.35 | |
Texas Instruments Inc* | Technology | -0.79 | 0.27 | |
Visa Inc Class A* | Financial Services | 6.49 | 0.27 | |
Berkshire Hathaway Inc B* | Financial Services | -0.72 | 0.26 | |
Philip Morris International Inc* | Consumer Defensive | -21.55 | 0.26 | |
Bank of America Corporation* | Financial Services | 2.51 | 0.25 | |
UnitedHealth Group Inc* | Healthcare | 6.89 | 0.25 | |
Verizon Communications Inc* | Communication Services | -3.12 | 0.22 | |
Johnson & Johnson* | Healthcare | -8.67 | 0.21 | |
United Technologies Corp* | Industrials | -4.25 | 0.21 | |
Exxon Mobil Corp* | Energy | -4.03 | 0.19 | |
PepsiCo Inc* | Consumer Defensive | -14.98 | 0.19 | |
Honeywell International Inc* | Industrials | -3.62 | 0.18 | |
Abbott Laboratories* | Healthcare | 3.75 | 0.18 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Dreyfus Dynamic Total Return | 3 | 10-12-17 | ||
Dreyfus Small Cap Stock Inde | 6 | -- | ||
BNY Mellon Insight Core Plus | 9 | -- | ||
Dreyfus Strategic Value A | 10 | 11-07-17 | ||
Dreyfus International Equity | 11 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Dreyfus Tax-Managed Growth A | 94 | -- | ||
Dreyfus Core Equity A | 92 | 06-15-17 | ||
Dreyfus Ultra Short Income Z | 92 | -- | ||
Dreyfus Appreciation Investo | 89 | 05-31-17 | ||
Dreyfus International Stock | 89 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Dreyfus Diversified Internat | 0.09 | -- | ||
Dreyfus Yield Enhancement St | 0.11 | -- | ||
Dreyfus Bond Market Index I | 0.15 | -- | ||
Dreyfus Instl S&P 500 Stock | 0.20 | -- | ||
Dreyfus Alternative Diversif | 0.35 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Dreyfus Select Managers Long | 2.81 | -- | ||
Dreyfus Emerging Markets A | 1.83 | -- | ||
BNY Mellon Absolute Insgt Mu | 1.41 | -- | ||
Dreyfus Core Equity A | 1.35 | 06-15-17 | ||
Dreyfus Tax-Managed Growth A | 1.35 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Dreyfus Worldwide Gr | Fayez Sarofim | 17.60 | ||
Dreyfus Appreciation | Fayez Sarofim | 17.40 | ||
Dreyfus Tax-Managed | Fayez Sarofim | 16.70 | ||
Dreyfus Core Equity | Christopher B. Sarof | 16.40 | ||
Dreyfus/The Boston C | Stephanie K. Brandal | 13.30 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Dreyfus Large Cap Eq | Thomas Lee | 0.20 | ||
Dreyfus Large Cap Gr | Thomas Lee | 0.30 | ||
BNY Mellon Insight B | Michael Ford | 0.40 | ||
Dreyfus Global Multi | Paul Flood | 0.40 | ||
Dreyfus Sustainable | Terry Coles | 1.00 |