- Dreyfus Technology Growth Fund
BNY Mellon
- US
- Science/Technology
Summary
The fund seeks capital appreciation by investing in developers or beneficiaries of technological innovation.
The investment process focuses on identifying companies in early, disruptive, cyclical, and stable growth phase.
The research team using fundamental research and quantitative techniques identifies companies with a proven track record of earnings and above-average free cash flow growth and return on capital.
The team applies qualitative research to understand the drivers and quality of growth and its sustainability in the long term.
The fund favors investing in companies with high-conviction, clear earnings growth outlook, and financial strength.
MorePrice
Last Close
$42.66 ( +2.41 )
52 Week HL
$78.56 - $36.36
Net Assets
$387.3 M
Expense Ratio
1.02 %
Top 10 Holdings
Mar 15, 2021Company Name
- Taiwan Semiconductor
- Lam Research
- JD.com
- Micron Technology
- NVIDIA Corporation
Holding
- 5.75
- 4.78
- 4.43
- 4.24
- 3.99
Company Name
- Snap Inc.
- Apple Inc
- Alphabet Inc
- ServiceNow Inc
- QUALCOMM Incorporated
- Total
Holding
- 3.84
- 3.61
- 3.59
- 3.51
- 3.48
- 41.22%
Manager
Name
Erik A. Swords
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-39.1 %
3 Year
-8.62%
5 Year
12.57%
Best
157.98%
1999
Worst
-42.36%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -16.8% | 0.3% | -10.4% | 17.8% | 6.4% | 14.8% | -0.7% | 3.2% | 1.7% | 3.4% | - |
| Q2 | -22% | 11.4% | 39.2% | 0.4% | 9.7% | 6% | -0.8% | 0.8% | 1.6% | 2.3% | - |
| Q3 | - | 3.1% | 19.5% | -6.9% | 5.4% | 9.4% | 9.2% | -4.5% | - | 14.5% | - |
| Q4 | - | -13.2% | 7.8% | -6.6% | -18.7% | 7.1% | -2.4% | 6.2% | 3.7% | 10.1% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -13.8% | -4.7% | 1.3% | -14% | -14.8% | - | - | - | - | - | - | - |
| 2021 | 2.1% | 2.1% | -3.8% | 4.1% | -0.7% | 7.7% | -0.3% | 3.2% | 0.2% | -0.5% | 2.3% | -20.2% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DTGRX | -39% | -7% | - | 6% | -2% | 43% | 5% | 6% | 7% | 33% | 16% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -39% | -35% | - | -22% | 5% | 24% | -3% | 6% | -6% | 4% | 16% |