DOSCX: Dreyfus Opportunistic US Stock C

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DOSCX Dreyfus Opportunistic US Stock C

  • Fund
  • DOSCX
  • Price as of: N/A
  • N/A
    N/A N/A
  • Primary Category
  • N/A
  • Fund Company
  • N/A
  • Share Class

Profile

DOSCX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 5.0%
  • 5 Yr Annualized Return 14.1%
  • Net Assets $18 M
  • Holdings in Top 10 40.0%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 2.41%

SALES FEES

  • Front Load N/A
  • Deferred Load 1.00%

BROKERAGE FEES

  • Turnover 199.63%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

Closed to new investors as of Jun 16, 2017
  • Standard (Taxable) $1,000
  • IRA $750

Fund Classification

  • Primary Caregory N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Large Growth

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 5.0%
  • 5 Yr Annualized Total Return 14.1%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.68%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Dreyfus Opportunistic U.S. Stock Fund
  • Fund Family Name
    N/A
  • Inception Date
    Dec 20, 2011
  • Shares Outstanding
    N/A
  • Share Class
    C
  • Currency
    USD
  • Domiciled Country
    United States

Fund Description

To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks of publicly traded companies located in the United States. It may invest in the stocks of companies of any market capitalization and may hold growth or value stocks or a blend of both. The fund's portfolio construction combines a fundamental, bottom-up research process with macro insights and risk management.


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Categories

DOSCX - Mutual Fund Categories


Performance

DOSCX - Performance

Return Ranking - Trailing

Period DOSCX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -45.8% 40.0% N/A
1 Yr 18.1% -46.5% 22.0% N/A
3 Yr 5.0%* -23.8% 24.9% N/A
5 Yr 14.1%* -30.7% 15.1% N/A
10 Yr N/A* -12.0% 18.0% N/A

* Annualized

Return Ranking - Calendar

Period DOSCX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -52.1% 9.2% N/A
2017 N/A -38.9% 36.0% N/A
2016 N/A -61.7% 27.9% N/A
2015 N/A -82.5% 12.2% N/A
2014 N/A -23.5% 17.9% N/A

Total Return Ranking - Trailing

Period DOSCX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -45.8% 40.0% N/A
1 Yr 17.1% -46.5% 23.5% N/A
3 Yr 5.0%* -21.1% 26.3% N/A
5 Yr 14.1%* -24.8% 16.7% N/A
10 Yr N/A* -5.8% 20.6% N/A

* Annualized

Total Return Ranking - Calendar

Period DOSCX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -51.7% 12.2% N/A
2017 N/A -7.0% 56.2% N/A
2016 N/A -61.7% 27.9% N/A
2015 N/A -54.0% 12.2% N/A
2014 N/A -23.5% 18.1% N/A

NAV & Total Return History


Holdings

DOSCX - Holdings

Concentration Analysis

DOSCX Category Low Category High DOSCX % Rank
Net Assets 18 M 1.44 M 32.8 B N/A
Number of Holdings 34 7 2229 N/A
Net Assets in Top 10 12.4 M 616 K 7.12 B N/A
Weighting of Top 10 40.01% 6.7% 95.0% N/A

Top 10 Holdings

  1. Visteon Corp 4.91%
  2. Abbott Laboratories 4.42%
  3. Citigroup Inc 4.31%
  4. MGIC Investment Corp 4.30%
  5. Alphabet Inc C 3.96%
  6. Synchrony Financial 3.85%
  7. Square Inc A 3.62%
  8. Dow Chemical Co 3.55%
  9. Bank of America Corporation 3.55%
  10. Raymond James Financial Inc 3.54%

Asset Allocation

Weighting Return Low Return High DOSCX % Rank
Stocks
100.00% 9.24% 127.86% N/A
Preferred Stocks
0.00% 0.00% 8.95% N/A
Other
0.00% -9.13% 30.34% N/A
Convertible Bonds
0.00% 0.00% 0.59% N/A
Cash
0.00% -27.86% 90.76% N/A
Bonds
0.00% 0.00% 28.62% N/A

Stock Sector Breakdown

Weighting Return Low Return High DOSCX % Rank
Technology
28.31% 0.00% 69.27% N/A
Financial Services
27.70% 0.00% 39.48% N/A
Healthcare
12.59% 0.00% 62.34% N/A
Industrials
8.25% 0.00% 40.82% N/A
Energy
7.24% 0.00% 14.07% N/A
Consumer Cyclical
7.24% 0.00% 47.93% N/A
Basic Materials
6.24% 0.00% 13.78% N/A
Consumer Defense
2.32% 0.00% 17.24% N/A
Utilities
0.04% 0.00% 10.95% N/A
Communication Services
0.04% 0.00% 11.66% N/A
Real Estate
0.02% 0.00% 48.22% N/A

Stock Geographic Breakdown

Weighting Return Low Return High DOSCX % Rank
US
99.99% 7.34% 123.93% N/A
Non US
0.01% 0.00% 70.47% N/A

Expenses

DOSCX - Expenses

Operational Fees

DOSCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 2.41% 0.07% 6.14% N/A
Management Fee 0.75% 0.06% 1.50% N/A
12b-1 Fee 0.75% 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.72% N/A

Sales Fees

DOSCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load 1.00% 1.00% 5.50% N/A

Trading Fees

DOSCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

DOSCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 199.63% 1.85% 495.00% N/A

Distributions

DOSCX - Distributions

Dividend Yield Analysis

DOSCX Category Low Category High DOSCX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

DOSCX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

DOSCX Category Low Category High DOSCX % Rank
Net Income Ratio -0.68% -2.55% 4.79% N/A

Capital Gain Distribution Analysis

DOSCX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

DOSCX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.16 17.76 3.84 2.33