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15 important things you should know about BNY Mellon DTGRX mutual fund

Updated: November 20, 2020
14
Bull Case
  • 3-year return above the benchmark
Bear Case
  • Low net assets
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for DTGRX “stock” price, you can quickly find it out by visiting Finny and typing "DTGRX quote". If you’re looking for a quick scoop on DTGRX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "DTGRX". You’ll get all this info in one place.

Are you looking to buy or sell DTGRX? Or perhaps you’re looking for DTGRX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this DTGRX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: DTGRX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: DTGRX buy or sell; the pros and cons of investing in DTGRX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to DTGRX.

And here is the list of questions we’ll answer:

  1. Describe Advantage Funds, Inc: Dreyfus Technology Growth Fund; Class A Shares (DTGRX).
  2. What are DTGRX holdings?
  3. What is DTGRX performance? What are DTGRX historical returns?
  4. How many up and down years did DTGRX have historically?
  5. What is DTGRX dividend yield?
  6. What is DTGRX minimum initial investment amount?
  7. What is DTGRX expense ratio?
  8. Does DTGRX have any sales loads or 12b-1 distribution expenses?
  9. What is DTGRX tax efficiency (tax-cost ratio)?
  10. What is DTGRX beta? How would you assess DTGRX risk?
  11. What is DTGRX Sharpe ratio?
  12. What is DTGRX Finny Score? DTGRX buy or sell?
  13. What are the pros of investing in DTGRX? What are DTGRX buy reasons?
  14. What are the cons of investing in DTGRX? What are DTGRX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Advantage Funds, Inc: Dreyfus Technology Growth Fund; Class A Shares (DTGRX).

The Fund seeks capital appreciation. The Fund looks for sectors in technology that are expected to outperform on a relative scale. The more attractive sectors are overweighed; those sectors with less appealing prospects are underweighted.

2. What are DTGRX top holdings?

DTGRX has 36 stock holdings and 0 bond holdings.

The top 10 holdings represent 48.47% of total assets. Here are the top holdings:

Name Symbol % Assets
NVIDIA Corp NVDA 5.82%
Apple Inc AAPL 5.34%
JD.com Inc ADR JD 5.29%
Tesla Inc TSLA 4.98%
Advanced Micro Devices Inc AMD 4.89%
Salesforce.com Inc CRM 4.60%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 4.49%
Facebook Inc A FB 4.47%
Shopify Inc A SHOP.TO 4.32%
Qualcomm Inc QCOM 4.27%

3. What is DTGRX performance? What are DTGRX historical returns?

DTGRX has generated the following returns:

  • 1-month return is -0.59%;
  • 3-month return is 11.45%;
  • 1-year return is 67.03%;
  • 3-year return is 24.48%;
  • 5-year return is 23.02%;
  • 10-year return is 16.79%;
  • 15-year return is 13.19%.

4. How many up and down years did DTGRX have historically?

In the last 10 years, DTGRX had 8 up years and 2 down years.

DTGRX up and down years

5. What is DTGRX dividend yield?

DTGRX yield is 0%.

6. What is DTGRX minimum initial investment amount?

DTGRX minimum initial investment amount is $1.00K.

7. What is DTGRX expense ratio?

DTGRX expense ratio is 1.2%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

DTGRX expenses

8. Does DTGRX have any sales loads or 12b-1 distribution expenses?

DTGRX 12b-1 distribution fee is 0. DTGRX front-end sales load is 5.75. DTGRX back-end sales load is 0.

9. What is DTGRX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 3.63%;
  • 3-year ax cost ratio is 3.91%.
DTGRX tax costs

10. What is DTGRX beta? How would you assess DTGRX risk?

  • 3-year beta is 1.21;
  • 5-year beta is 1.20;
  • 10-year beta is 1.13.
DTGRX Beta

11. What is DTGRX Sharpe ratio?

  • 3-year Sharpe ratio is 1.01;
  • 5-year Sharpe ratio is 1.11;
  • 10-year Sharpe ratio is 0.92.
DTGRX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

13. What are the pros of investing in DTGRX? What are DTGRX buy reasons?

The following are DTGRX strengths from our perspective:

  • <strong>DTGRX 3-year return</strong> is 24.48%, which is in line with the 3-year return of the benchmark index (NYSE US Market Technology TR USD), 26.79%.

14. What are the cons of investing in DTGRX? What are DTGRX negatives?

The following are DTGRX weaknesses from our perspective:

  • <strong>DTGRX net assets</strong> are $367.20 million. This fund is not a popular choice with retail investors.
  • <strong>DTGRX 5-year return</strong> is 23.02%, which is lower than the 5-year return of the benchmark index (NYSE US Market Technology TR USD), 25.79%.
  • <strong>DTGRX 10-year return</strong> is 16.79%, which is lower than the 10-year return of the benchmark index (NYSE US Market Technology TR USD), 19.43%.
  • <strong>DTGRX 15-year return</strong> is 13.19%, which is lower than the 15-year return of the benchmark index (NYSE US Market Technology TR USD), 14.71%.
  • <strong>DTGRX expense ratio</strong> is 1.2%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a front-end sales fee. The maximum front-end fee is 5.75%. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the DTGRX review, we covered DTGRX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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