DNLRX Mutual Fund Financials

DNLRX -  USA Fund  

USD 69.78  0.04  0.06%

Understanding current and past BNY Mellon Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of BNY Mellon's financial statements are interrelated, with each one affecting the others. For example, an increase in BNY Mellon's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of BNY Mellon's financials over time to get the whole picture.
Use fundamental data analysis to double-check all available reported financial drivers of BNY Mellon Active to find out if markets are now mispricing the fund. We were able to interpolate data for fifteen available fundamental indicators for BNY Mellon Active, which can be compared to its rivals. Use BNY Mellon price to book, five year return, as well as the relationship between the Five Year Return and equity positions weight to make sure your decision on pricing BNY Mellon Active is adequate. Use BNY Mellon to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend and little activity. Check odds of BNY Mellon to be traded at $69.08 in 90 days.

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With this module, you can analyze DNLRX financials for your investing period. You should be able to track the changes in BNY Mellon individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 39
BNY Mellon Active has less than 39 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for BNY Mellon mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in BNY Mellon's official financial statements usually reflect BNY Mellon's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of BNY Mellon Active. For example, before you start analyzing numbers published by DNLRX accountants, it's critical to develop an understanding of what BNY Mellon's liquidity, profitability, and earnings quality are in the context of the BNY Mellon space in which it operates.
Please note that past performance is not an indicator of the future performance of BNY Mellon, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

BNY Mellon Company Summary

BNY Mellon competes with Fidelity Mid, Parnassus Mid, Touchstone Mid, Janus Henderson, and Janus Henderson. To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. BNY Mellon is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressThe Dreyfus
Mutual Fund FamilyBNY Mellon
Mutual Fund CategoryMid-Cap Blend
BenchmarkDOW
Phone800 373 9387
CurrencyUSD - US Dollar

BNY Mellon Key Financial Ratios

Generally speaking, BNY Mellon's financial ratios allow both analysts and investors to convert raw data from BNY Mellon's financial statements into concise, actionable information that can be used to evaluate the performance of BNY Mellon over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that BNY Mellon Active reports annually and quarterly.

DNLRX Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining BNY Mellon's current stock value. Our valuation model uses many indicators to compare BNY Mellon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across BNY Mellon competition to find correlations between indicators driving BNY Mellon's intrinsic value. More Info.
BNY Mellon Active is rated below average in five year return among similar funds. It is rated # 3 fund in last dividend paid among similar funds creating about  0.04  of Last Dividend Paid per Five Year Return. The ratio of Five Year Return to Last Dividend Paid for BNY Mellon Active is roughly  23.60 

BNY Mellon Active Systematic Risk

BNY Mellon's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. BNY Mellon volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on BNY Mellon Active correlated with the market. If Beta is less than 0 BNY Mellon generally moves in the opposite direction as compared to the market. If BNY Mellon Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one BNY Mellon Active is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of BNY Mellon is generally in the same direction as the market. If Beta > 1 BNY Mellon moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About BNY Mellon Financials

What exactly are BNY Mellon Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include BNY Mellon's income statement, its balance sheet, and the statement of cash flows. Potential BNY Mellon investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although BNY Mellon investors may use each financial statement separately, they are all related. The changes in BNY Mellon's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on BNY Mellon's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
BNY Mellon Active is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Blend category is currently estimated at about 50.98 Billion. BNY Mellon maintains roughly 489.9 Million in net asset contributing less than 1% to funds under Mid-Cap Blend category.

BNY Mellon September 28, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of BNY Mellon help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of BNY Mellon Active. We use our internally-developed statistical techniques to arrive at the intrinsic value of BNY Mellon Active based on widely used predictive technical indicators. In general, we focus on analyzing DNLRX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build BNY Mellon's daily price indicators and compare them against related drivers.
Downside Deviation0.6765
Information Ratio0.0328
Maximum Drawdown3.72
Value At Risk(1.16)
Potential Upside1.27
Continue to Investing Opportunities. Note that the BNY Mellon Active information on this page should be used as a complementary analysis to other BNY Mellon's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running BNY Mellon Active price analysis, check to measure BNY Mellon's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BNY Mellon is operating at the current time. Most of BNY Mellon's value examination focuses on studying past and present price action to predict the probability of BNY Mellon's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BNY Mellon's price. Additionally, you may evaluate how the addition of BNY Mellon to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BNY Mellon's value and its price as these two are different measures arrived at by different means. Investors typically determine BNY Mellon value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BNY Mellon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.