DNLRX Fundamentals

DNLRX -  USA Fund  

USD 70.51  0.21  0.30%

BNY Mellon Active fundamentals help investors to digest information that contributes to BNY Mellon's financial success or failures. It also enables traders to predict the movement of DNLRX Mutual Fund. This fundamental analysis module provides a way for investors to measures BNY Mellon's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BNY Mellon mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

DNLRX Fundamentals 

 
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DNLRX Ten Year Return Analysis

BNY Mellon's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current BNY Mellon Ten Year Return

    
  8.48 %  
Most of BNY Mellon's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BNY Mellon Active is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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BNY Mellon Ten Year Return Component Assessment

Based on the latest financial disclosure, BNY Mellon Active has a Ten Year Return of 8.48%. This is much higher than that of the BNY Mellon family and significantly higher than that of the Mid-Cap Blend category. The ten year return for all United States funds is notably lower than that of the firm.

BNY Mellon Active Fundamental Drivers 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 # 2 fund in one year return among similar funds. It is one of the top funds in cash position weight among similar funds .

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Fund Asset Allocation for BNY Mellon

The fund invests 99.37% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.63%) .
 Value 
      Instrument Type 

DNLRX Fundamentals

About BNY Mellon Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BNY Mellon Active's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BNY Mellon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BNY Mellon Active based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BNY Mellon without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with BNY Mellon

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BNY Mellon position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BNY Mellon will appreciate offsetting losses from the drop in the long position's value.

BNY Mellon Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for BNY Mellon and Vanguard Mid-Cap Index. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to BNY Mellon Piotroski F Score and BNY Mellon Altman Z Score analysis. 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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for DNLRX Mutual Fund analysis

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.