• Dreyfus Worldwide Growth Fund

BNY Mellon

  • Global
  • Large-Cap
  • Growth

Dreyfus Worldwide Growth Fund

DPRIX

Summary

The fund seeks primarily appreciation of capital with downside protection and secondarily current income.

The investment process focuses on companies with market capitalization above $5 billion and are established, globally managed companies that make and distribute their products and services around the world.

Next, the investment team through growth analysis identifies sectors and industries that are likely to expand in the next three to five years. The team looks for companies that are dominating in these sectors and are likely to benefit from the growth.

The fund practices buy-and-hold investment strategy that leads More

Price

Last Close

$60.38 ( -0.34 )

52 Week HL

$80.12 - $59.99

Net Assets

$960350 M

Expense Ratio

0.81 %

Sector Allocation

Feb 28, 2021

Manager

Name

Fayez Sarofim

Leadership

Single Manager

Tenure

2003

Advisor

Fayez Sarofim & Co.

Documents

Prospectus

Fact Sheet

Q4 2021

Q3 2021

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-17.7 %

3 Year

19.7%

5 Year

43.25%

Best

27.52%
2017

Worst

-17.68%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.1% 3.6% -15.5% 14.6% -2.9% 8.9% 3% 0.9% 0.4% - -
Q2 -11.4% 10.9% 20.2% 5% 4.2% 6.5% 2.1% 0.2% 6.6% -100% -
Q3 - 5.4% 8.9% 0.3% 4.5% 3.9% 1.7% -5.8% -2.9% 4.7% -
Q4 - - 7.8% 2.4% -12% 5.8% 0.5% 3.1% 1% 6.7% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -5.7% -4.2% 2.8% -8% -3.7% - - - - - - -
2021 -1.7% 2% 3.3% 6.2% 1.9% 2.5% 2.5% 1.9% 0.9% -0.7% 0.2% -4.7%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
DPRIX -18%15%19%25%-8%28%7%-5%--
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -18%-14%4%-3%-2%9%-1%--9%--

DPRIX S&P 500

Chart +