Investment objective & strategy
As of April 25, 2025 · prospectusObjective. The fund seeks long-term capital growth, current income and growth of income consistent with reasonable investment risk.
Strategy. To pursue its goal, the fund normally invests primarily in common stocks of domestic and foreign issuers. The fund's sub-adviser, Newton Investment Management North America, LLC, an affiliate of BNY Mellon Investment Adviser, Inc., seeks to create a portfolio for the fund that includes a blend of growth and dividend-paying stocks, as well as other investments that provide income. The sub-adviser chooses stocks through a disciplined investment process that combines computer modeling techniques, bottom-up fundamental analysis and risk management. The fund's investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics similar to those of the S&P 500 Index. In selecting securities, the fund's sub-adviser seeks companies that possess some or all of the … To pursue its goal, the fund normally invests primarily in common stocks of domestic and foreign issuers. The fund's sub-adviser, Newton Investment Management North America, LLC, an affiliate of BNY Mellon Investment Adviser, Inc., seeks to create a portfolio for the fund that includes a blend of growth and dividend-paying stocks, as well as other investments that provide income. The sub-adviser chooses stocks through a disciplined investment process that combines computer modeling techniques, bottom-up fundamental analysis and risk management. The fund's investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics similar to those of the S&P 500 Index. In selecting securities, the fund's sub-adviser seeks companies that possess some or all of the following characteristics: growth of earnings potential; operating margin improvement; revenue growth prospects; business improvement; good business fundamentals; dividend yield consistent with the fund's strategy pertaining to income; value, or how a stock is priced relative to its perceived intrinsic worth; and healthy financial profile, which measures the financial wellbeing of the company. The fund's sub-adviser monitors the positions in the fund's portfolio, and considers selling a security if the company's business momentum deteriorates or valuation becomes excessive. The fund also may sell a security if an event occurs that contradicts the sub-adviser's rationale for owning it, such as deterioration in the company's financial fundamentals. In addition, the fund may sell a security if the sub-adviser determines a better investment opportunity emerges elsewhere, or if the sub-adviser changes the fund's industry or sector weightings.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $8.86M | 9.69% |
| APPLE INC | — | $5.38M | 5.89% |
| AMAZON.COM INC | — | $4.77M | 5.21% |
| MICROSOFT CORP | — | $3.97M | 4.34% |
| ALPHABET INC CL C | — | $3.96M | 4.33% |
| TEXAS INSTRUMENTS INC | — | $2.03M | 2.22% |
| META PLATFORMS INC CL A | — | $2.00M | 2.19% |
| Dreyfus Institutional Preferred Government Plus Money Market Fund | — | $1.87M | 2.05% |
| CISCO SYSTEMS INC | — | $1.82M | 1.99% |
| EXXON MOBIL CORP | — | $1.53M | 1.67% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX | 76% | 0.75% |
| BNY Mellon Research Growth Fund, Inc. · DREQX, DWOAX, DWOCX, DWOIX, DRYQX | 58% | 0.75% |
| BNY Mellon Large Cap Securities Fund, Inc. · DREVX | 57% | 0.69% |
Advisers
| Firm | Role |
|---|---|
| BNY Mellon Investment Adviser, Inc. | Adviser |
| Newton Investment Management North America, LLC | Sub-adviser |
| Newton Investment Management Limited | Sub-adviser |
Footnotes
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
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