About DSCVX
The BNY Mellon Opportunistic Small Cap Fund Investor Shares is a mutual fund focused on seeking long-term capital appreciation by investing primarily in U.S. small-cap companies. This fund adopts a "small blend" investment style, targeting firms whose market capitalizations align with those in the Russell 2000 Index. The portfolio is diversified across a variety of sectors, including industrials, technology, financial services, basic materials, consumer defensive, energy, and communication services, with the top holdings representing approximately 24% of total assets. The fund is managed with an active approach, aiming to balance opportunities for growth and value among smaller U.S. firms. Since its inception in 1993, the fund has served investors interested in accessing the dynamic potential of the small-cap segment, often regarded as a source of innovation and growth within the U.S. equity market. With a minimum initial investment and a moderate annual expense ratio, it provides exposure to a broad spectrum of small-cap stocks while maintaining a long-term perspective on capital preservation and appreciation.
Fund Family BNY Mellon Funds
Category Small Blend
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DSCVX
Share Class Investor Shares
Index Russell 2000 TR
DSCVX had a total return of 15.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.37%.
