BNY Mellon Research Growth Fund, Inc. Class C (DWOCX)
| Fund Assets | 1.56B |
| Expense Ratio | 1.78% |
| Min. Investment | $1,000 |
| Turnover | 27.94% |
| Dividend (ttm) | 1.81 |
| Dividend Yield | 11.95% |
| Dividend Growth | n/a |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Jun 24, 2025 |
| Previous Close | 15.00 |
| YTD Return | -2.38% |
| 1-Year Return | 2.39% |
| 5-Year Return | 66.36% |
| 52-Week Low | 11.95 |
| 52-Week High | 17.01 |
| Beta (5Y) | n/a |
| Holdings | 55 |
| Inception Date | Feb 4, 1972 |
About DWOCX
The BNY Mellon Research Growth Fund, Inc. Class C is a large growth mutual fund designed to provide long-term capital growth while also preserving capital, with current income as a secondary goal. It primarily invests in common stocks of domestic issuers and securities of foreign companies. The fund focuses on large-cap U.S. companies expected to grow faster than other large-cap stocks, typically investing in sectors such as technology, consumer cyclical, and communication services. Notable holdings include major tech companies like NVIDIA, Apple, and Microsoft. The fund is actively managed, aiming to balance growth with risk management, making it a significant player in the large growth category of mutual funds.
Performance
DWOCX had a total return of 2.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.23%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLGEX | Fidelity | Fidelity Large Cap Growth Enhanced Index Fund | 0.39% |
| FBCGX | Fidelity | Fidelity Blue Chip Growth K6 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
| FBGKX | Fidelity | Fidelity Blue Chip Growth Fund - Class K | 0.59% |
Top 10 Holdings
57.82% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.57% |
| Microsoft Corporation | MSFT | 9.15% |
| Amazon.com, Inc. | AMZN | 8.44% |
| Alphabet Inc. | GOOG | 8.28% |
| Apple Inc. | AAPL | 8.02% |
| Broadcom Inc. | AVGO | 2.54% |
| Netflix, Inc. | NFLX | 2.39% |
| Mastercard Incorporated | MA | 2.17% |
| Intuitive Surgical, Inc. | ISRG | 1.65% |
| CoStar Group, Inc. | CSGP | 1.62% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 24, 2025 | $1.0534 | Jun 24, 2025 |
| Dec 6, 2024 | $0.7599 | Dec 6, 2024 |
| Dec 6, 2023 | $0.1672 | Dec 6, 2023 |
| Jun 22, 2023 | $0.4401 | Jun 22, 2023 |
| Dec 6, 2022 | $0.1579 | Dec 6, 2022 |
| Jun 22, 2022 | $1.8014 | Jun 22, 2022 |