About DLQIX
BNY Mellon Large Cap Equity Fund Class I is a mutual fund designed to deliver long-term capital appreciation through investment in large-cap equity securities. This fund primarily targets stocks of U.S. companies but maintains flexibility to invest in foreign equities, including those from emerging markets. Employing a large blend investment style, the fund balances growth and value-oriented stocks across diverse sectors, with a notable allocation to technology, communication services, consumer cyclical, and financial services firms. As of the latest portfolio data, significant holdings include industry leaders such as NVIDIA, Microsoft, Alphabet, Apple, and Amazon, collectively representing a substantial portion of the fund’s assets. With an institutional share class structure, the fund is tailored to larger investors and features a moderate expense profile. BNY Mellon Large Cap Equity Fund Class I plays a key role for investors seeking broad exposure to established companies driving U.S. economic performance, offering diversification across influential market sectors while actively managing portfolio turnover to capitalize on prevailing market trends.
Fund Family BNY Mellon
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DLQIX
Share Class Class I
Index S&P 500 TR
DLQIX had a total return of 16.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.22%.
