Dreyfus/The Boston Company Small/Mid Cap Growth Fund Class A (DBMAX)

18.02
Net Asset Value
-0.50%
1 Day
+7.78%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
5.75
Sales Expenses
1.04%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap U.S. companies. It currently considers small-cap and mid-cap companies to be those with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2500 ® Growth Index (the index), the fund's benchmark index. The fund is non-diversified.

Performance

1 month+0.84% 3 years+17.94%
3 months+2.85% 5 years+17.41%
1 year+14.00% Since inception+20.23%
Data through --

Peer Comparisonvs. Mid-cap growth

 DBMAXCategory
Performance 5-yr return+17.41%+14.47%
Expense ratio1.04%1.33%
Risk 5 year sharpe ratio1.020.89
Net assets$963.6M$1.3B
Average market cap$4.6B$9.7B
Average P/E29.225.2
Portfolio turnover139%139%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureTodd Wakefield / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$750.00

Holdings

U.S. stock91.13%
International stock6.56%
Cash2.30%
Fixed income0.01%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 17.16%
Industrial materials 15.94%
Hardware 12.42%
Consumer service 11.48%
Financial service 8.45%
Top 10 Holdings
Portfolio weighting
IWO iShares Russell 2000 Growth ETF4.67%
SNPS Synopsys Inc1.98%
JAZZ Jazz Pharmaceuticals PLC1.90%
-- 1.78%
WSO Watsco Inc1.70%
AKAM Akamai Technologies Inc1.57%
JAH Jarden Corp1.55%
MDSO Medidata Solutions Inc1.55%
CEB CEB Inc1.55%
AOS A. O. Smith Corp1.54%

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