DNLYX – BNY Mellon Active MidCap Y Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. The advisor currently defines "midsize companies" as companies included in the Russell Midcap® Index. Its portfolio managers apply a systematic, quantitative investment approach designed to identify and exploit relative misvaluations primarily within mid-cap stocks in the U.S. stock market. The fund typically will hold between 100 and 250 securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DNLRX	BNY Mellon Active MidCap Fund - Class I	Institutional	Open			Nov 27, 2002	$42.27M	0.750%	Below Average	$1,000	$8.13M
DNLYX	BNY Mellon Active MidCap Fund - Class Y	Institutional	Open			Sep 1, 2015	$462,984.00	0.750%	Below Average	$1M	$45,042.74
DNLDX	BNY Mellon Active MidCap Fund - Class A	Front Load	Open			Jan 29, 1985	$463.98M	1.000%	Low	$1,000	−$43.92M
DNLCX	BNY Mellon Active MidCap Fund - Class C	Level Load	Open			Nov 27, 2002	$454,894.00	1.750%	Below Average	$1,000	−$139,867.54

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