- What does DSCVX invest in?
- The fund's primary objective is met by typically dedicating at least 80% of its net assets, combined with any capital borrowed for investment, to acquiring shares of small-capitalization companies. The adviser currently defines these small-cap firms as those possessing market values consistent with the range of companies found within the Russell 2000® Index, which also functions as the fund's performance benchmark.
- What is the expense ratio of DSCVX?
- BNY Mellon Opportunistic Small Cap Fund (DSCVX) charges an expense ratio of 1.09%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is DSCVX?
- BNY Mellon Opportunistic Small Cap Fund (DSCVX) manages $236.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is DSCVX actively managed or an index fund?
- DSCVX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (DSCVX's is 1.09%) because there's no security selection cost.
- When was DSCVX launched?
- BNY Mellon Opportunistic Small Cap Fund (DSCVX) launched in December 1993 and is managed by the fund issuer.
- How has DSCVX performed?
- DSCVX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
