About DBMCX
BNY Mellon Small/Mid Cap Growth Fund Class C is a mutual fund focused on investing in small- and mid-capitalization companies that are experiencing or are anticipated to experience rapid earnings or revenue growth. The fund aims to identify and capitalize on growth opportunities within this segment by constructing a diversified portfolio, typically holding around 68 companies at a time. This fund is categorized within the mid-cap growth sector, which often appeals to investors seeking exposure to innovative or fast-growing businesses across multiple industries, including technology, healthcare, consumer, and real estate. With an inception date of March 31, 2009, the fund has grown its assets under management to approximately $2.5 billion. Key characteristics include an expense ratio of 1.79%, a minimum investment requirement of $1,000, and a risk rating generally considered above average, reflecting the inherent volatility of smaller growth-oriented companies. The fund’s benchmark is the Russell 2500 Growth Index, offering investors a way to participate in the dynamic segment of U.S. small and mid-sized companies that are poised for growth within the broader equity market.
Fund Family BNY Mellon
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DBMCX
Share Class Class C
Index Russell 2500 Growth TR
DBMCX had a total return of 11.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.77%.
