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DAGVX BNY Mellon Dynamic Value Fund A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Applied Materials (NASDAQ:AMAT), ConocoPhillips (NYSE:COP), Goldman Sachs Group (NYSE:GS), Medtronic plc (NYSE:MDT), CME Group (NASDAQ:CME).

Industry description

The investment seeks capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. It may invest up to 30% of its net assets in foreign securities. The fund's portfolio managers identify potential investments through extensive quantitative and fundamental research. The fund focuses on individual stock selection (a "bottom-up" approach), emphasizing three key factors: value, sound business fundamentals and positive business momentum.

Market Cap

The average market capitalization across the BNY Mellon Dynamic Value Fund A MF is 169.66B. The market cap for tickers in the group ranges from 45.51B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is ALL at 45.51B.

Volume

The average weekly volume growth across all stocks in the BNY Mellon Dynamic Value Fund A MF was 8%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 60
Price Growth Rating: 41
SMR Rating: 51
Profit Risk Rating: 37
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advantage Funds, Inc.200 Park AvenueNew York
Phone
N/A
Web
https://im.bnymellon.com
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DAGVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DAGVX has been closely correlated with VIVAX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if DAGVX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DAGVX
1D Price
Change %
DAGVX100%
+1.08%
VIVAX - DAGVX
84%
Closely correlated
+1.22%
VVIAX - DAGVX
84%
Closely correlated
+1.22%
VIVIX - DAGVX
84%
Closely correlated
+1.22%
RMFEX - DAGVX
81%
Closely correlated
+0.90%
RMEBX - DAGVX
80%
Closely correlated
+0.90%
More