Dreyfus Research Growth Fund, Inc. Class I (DWOIX)

13.83
Net Asset Value
-0.14%
1 Day
-0.72%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.90%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth consistent with the preservation of capital; current income is a secondary goal. To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks. It may invest up to 25% of its assets in foreign securities. It invests in stocks selected by a team of core research analysts, with each analyst responsible for fund investments in his or her area of expertise. The fund's portfolio is structured so that its sector weightings generally are similar to those of the Russell 1000  Growth Index, the fund's benchmark.

Performance

1 month-4.02% 3 years+13.37%
3 months-1.07% 5 years+19.99%
1 year+26.71% Since inception+14.12%
Data through --

Peer Comparisonvs. Large growth

 DWOIXCategory
Performance 5-yr return+19.99%+20.22%
Expense ratio0.90%1.24%
Risk 5 year sharpe ratio1.391.26
Net assets$1.6B$2.5B
Average market cap$53.4B$67.2B
Average P/E25.024.1
Portfolio turnover53%53%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureElizabeth Slover / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment$750.00

Holdings

U.S. stock96.54%
International stock2.19%
Cash1.27%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 16.67%
Industrial materials 15.42%
Consumer goods 13.00%
Consumer service 12.87%
Energy 11.42%
Top 10 Holdings
Portfolio weighting
GOOGL Google Inc Class A4.34%
MSFT Microsoft Corporation3.49%
GILD Gilead Sciences Inc2.60%
PEP PepsiCo Inc2.28%
FB Facebook Inc Class A2.28%
AMZN Amazon.com Inc2.25%
PM Philip Morris International, Inc.2.22%
SLB Schlumberger NV2.20%
V Visa, Inc. Class A2.10%
PCP Precision Castparts Corp.1.99%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.