Dreyfus Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------5.27
    Category Average5.88-0.946.4015.694.27
    Assets for Each Yr*61.4356.7558.9063.2364.87
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 5.27 10.63 8.00

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $64,867 mil $1,000 12.39 87.61
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 46.26 1.10 Average
    International Stock 3.6 18.32 1.25 Average
    Municipal Bond 3.7 11.16 0.89 Average
    Taxable Bond 2.9 15.26 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 0.79
    Alphabet Inc Class C* Technology 3.15 0.48
    JPMorgan Chase & Co* Financial Services 3.43 0.43
    Visa Inc Class A* Financial Services 17.84 0.32
    UnitedHealth Group Inc* Healthcare 17.79 0.27
    International Business Machines * Technology -6.36 0.22
    PepsiCo Inc* Consumer Defensive -10.17 0.22
    Bank of America Corporation* Financial Services -2.61 0.21
    Abbott Laboratories* Healthcare 21.29 0.20
    Exxon Mobil Corp* Energy 0.44 0.20
    Johnson & Johnson* Healthcare -2.32 0.20
    AT&T Inc* Communication Services -13.19 0.18
    Honeywell International Inc* Industrials 1.63 0.18
    Alphabet Inc A* Technology 3.55 0.17
    Adobe Inc* Technology 36.24 0.15
    Experian PLC* Industrials 3.90 0.15
    Citigroup Inc* Financial Services -6.64 0.14
    Occidental Petroleum Corp* Energy 7.05 0.13
    Walt Disney Co* Consumer Cyclical 4.17 0.13
    Wells Fargo & Co* Financial Services -13.22 0.13

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Worldwide Gr Fayez Sarofim 18.10
    Dreyfus Appreciation Fayez Sarofim 17.90
    Dreyfus Tax-Managed Fayez Sarofim 17.20
    Dreyfus Core Equity Christopher B. Sarof 16.80
    Dreyfus/The Boston C Stephanie K. Brandal 13.80

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Dreyfus Japan Womeno Miyuki Kashima 0.10
    Dreyfus Large Cap Eq Thomas Lee 0.70
    Dreyfus Large Cap Gr Thomas Lee 0.80
    BNY Mellon Insight B Michael Ford 0.90
    Dreyfus Global Multi Paul Flood 0.90