About DLQAX
BNY Mellon Large Cap Equity Fund Class A is a mutual fund focused on delivering long-term capital appreciation by investing primarily in large-cap equity securities. The fund concentrates its portfolio on shares of large, well-established U.S. companies, though it retains the flexibility to invest in select foreign issuers, including those in emerging markets, to enhance diversification. The fund employs a blend approach, investing in both growth-oriented and value-oriented stocks, aiming to capitalize on various market cycles and company growth trajectories.
The strategy typically allocates at least 80% of its net assets to equity securities, and the portfolio comprises a broad range of industries, with notable concentration in technology, communication services, consumer cyclical, energy, financial services, healthcare, and industrial sectors. With approximately 86 individual equity holdings, a significant portion of assets is held in its top positions, reflecting high-conviction investment choices. BNY Mellon Large Cap Equity Fund Class A is positioned as a core holding for investors seeking diversified exposure to large-cap equities within the broader U.S. stock market.
Fund Family BNY Mellon
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DLQAX
Share Class Class A
Index S&P 500 TR
DLQAX had a total return of 28.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.94%.
