Dreyfus Opportunistic Small Cap Fund (DSCVX)

32.81
Net Asset Value
-1.29%
1 Day
-8.45%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.13%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks 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 small cap companies. It currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000  Index, the fund's benchmark index. Stocks are selected for the fund's portfolio based primarily on bottom-up fundamental analysis. The fund's portfolio managers use a disciplined investment process that relies, in general, on proprietary fundamental research and valuation.

Performance

1 month-7.36% 3 years+25.55%
3 months-9.60% 5 years+14.32%
1 year+1.86% Since inception+12.52%
Data through --

Peer Comparisonvs. Small blend

 DSCVXCategory
Performance 5-yr return+14.32%+19.87%
Expense ratio1.13%1.30%
Risk 5 year sharpe ratio0.840.97
Net assets$1.2B$873.7M
Average market cap$1.8B$2.7B
Average P/E19.920.0
Portfolio turnover85%85%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureDavid Daglio / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$750.00

Holdings

U.S. stock96.18%
International stock3.68%
Cash0.13%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 15.04%
Consumer goods 13.07%
Industrial materials 12.05%
Business service 11.69%
Energy 8.13%
Top 10 Holdings
Portfolio weighting
SIVB SVB Financial Group3.76%
ODP Office Depot Inc3.15%
EBS Emergent BioSolutions Inc2.92%
CHMT Chemtura Corp2.62%
CIEN Ciena Corp2.55%
SCS Steelcase Inc2.54%
JBL Jabil Circuit Inc2.34%
MLNX Mellanox Technologies Ltd2.30%
CSGS CSG Systems International Inc2.28%
JDSU JDS Uniphase Corp (CA)2.27%

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