About DMCYX
The BNY Mellon Opportunistic Midcap Value Fund Y is a mutual fund focused on delivering long-term capital appreciation by investing primarily in equity securities of U.S. mid-capitalization companies. Following a rigorous, research-driven process, the fund’s sub-adviser employs a combination of quantitative and fundamental analysis to identify undervalued stocks within the mid-cap segment—defined by market capitalizations that align with the Russell Midcap® Value Index, typically ranging from several hundred million to over $80 billion. The fund utilizes a bottom-up approach centered on three core factors: relative value, business health, and business momentum. Its investment strategy seeks companies trading below their intrinsic or expected value, with an emphasis on identifying catalysts for revaluation, such as strong free cash flow, attractive earnings power, and competitive positioning. The portfolio is diversified across major sectors, including industrials, utilities, technology, basic materials, real estate, healthcare, and energy. The fund plays a significant role for investors seeking access to potential growth and value opportunities in the U.S. mid-cap market, while aiming to exceed the performance of its benchmark index through meticulous stock selection and disciplined management.
Fund Family BNY Mellon
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DMCYX
Share Class Class Y
Index Russell MidCap Value TR
DMCYX had a total return of 12.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.15%.
