Dreyfus Large Cap Growth Fund Class A (DAPAX)

13.22
Net Asset Value
-0.23%
1 Day
+11.37%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.41%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets- plus any borrowings for investment purposes- in equity securities of large capitalization companies. The fund manager considers large-cap companies to be those companies with market capitalizations of $5 billion or more at the time of purchase. The fund's investment philosophy is based on the premise that earnings growth is the primary determinant of long-term stock appreciation. The fund will limit investments in options to 20% of the fund's total assets and will limit the value of all total premiums paid or received to 5% of the fund's total assets.

Performance

1 month+5.51% 3 years+14.60%
3 months+2.96% 5 years+16.98%
1 year+24.86% Since inception--
Data through --

Peer Comparisonvs. Large growth

 DAPAXCategory
Performance 5-yr return+16.98%+13.81%
Expense ratio1.41%1.10%
Risk 5 year sharpe ratio1.311.17
Net assets$67.0M$3.6B
Average market cap$93.8B$157.2B
Average P/E25.326.5
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Lee / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock96.39%
International stock2.22%
Cash1.39%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 18.10%
Industrial materials 15.94%
Energy 12.77%
Consumer service 9.52%
Consumer goods 8.93%
Top 10 Holdings
Portfolio weighting
AMZN Amazon6.13%
GOOGL Google4.87%
AAPL Apple4.01%
NVDA NVIDIA Corp3.30%
MSFT Microsoft3.08%
ADBE Adobe2.73%
V Visa2.60%
UNH UnitedHealth2.57%
BA Boeing2.30%
NFLX Netflix2.16%