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 Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol DLQAX
Share Class Class A
Index S&P 500 TR
DLQAX had a total return of 14.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.10%.
