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

23.38
Net Asset Value
+0.91%
1 Day
+22.67%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
5.75
Sales Expenses
1.04%
Expense Ratio
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. The adviser 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 2500TM Growth Index (the index)- the fund's benchmark index. The fund is non-diversified.

Performance

1 month+6.47% 3 years+14.53%
3 months+9.87% 5 years+16.17%
1 year+37.34% Since inception+18.03%
Data through --

Peer Comparisonvs. Mid-cap growth

 DBMAXCategory
Performance 5-yr return+16.17%+11.94%
Expense ratio1.04%1.20%
Risk 5 year sharpe ratio1.150.99
Net assets$1.6B$1.6B
Average market cap$5.5B$12.1B
Average P/E28.925.4
Portfolio turnover68%68%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureTodd Wakefield / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock97.26%
International stock2.41%
Cash0.33%
Fixed income0.00%
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
TWLO Twilio Inc3.31%
SQ Square Inc2.98%
HUBS HubSpot Inc2.90%
PLNT Planet Fitness Inc2.49%
-- 2.26%
LULU Lululemon Athletica Inc2.23%
LOGM LogMeIn Inc2.11%
PFPT Proofpoint Inc1.91%
RPD Rapid7 Inc1.91%
POWI Power Integrations Inc1.88%