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DPTRX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
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DPTRX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Texas Instruments (NASDAQ:TXN), Hess Corp (NYSE:HES).

Industry description

The investment seeks long-term capital appreciation consistent with minimizing realized capital gains. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and employs a tax-managed strategy, which is an approach to managing a fund that seeks to minimize capital gains tax liabilities. The fund focuses on "blue chip" companies with market capitalizations exceeding $5 billion at the time of purchase, including multinational companies.

Market Cap

The average market capitalization across the BNY Mellon Tax Managed Growth I MF is 1.21T. The market cap for tickers in the group ranges from 46.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HES at 46.88B.

Volume

The average weekly volume growth across all stocks in the BNY Mellon Tax Managed Growth I MF was 38%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 58
Price Growth Rating: 38
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: -8 (-100 ... +100)
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A.I.Advisor
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Dreyfus/Laurel Funds Inc200 Park AvenueNew York
Phone
N/A
Web
www.dreyfus.com