Advertisement
Skip to Content
Morningstar

BNY Mellon Worldwide Growth A PGROX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 63.37  /  0.13 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.42%
  • Turnover 10%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:18 PM GMT+0

Morningstar’s Analysis PGROX

Will PGROX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGROX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PGROX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PGROX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Worldwide Growth’s time-tested approach continues to earn it a Morningstar Analyst Rating of Bronze, with the priciest C shares rated Neutral.

by Katie Rushkewicz Reichart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PGROX

More PGROX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.34
86,504,444
Technology

Apple Inc

5.66
58,722,854
Technology

LVMH Moet Hennessy Louis Vuitton SE

5.13
53,202,135
Consumer Cyclical

L'Oreal SA ADR

4.75
49,275,674
Consumer Defensive

Novo Nordisk A/S ADR

4.03
41,763,310
Healthcare

Chevron Corp

3.94
40,830,076
Energy

Hess Corp

3.76
38,948,610
Energy

Visa Inc Class A

3.49
36,154,606
Financial Services

Alphabet Inc Class C

3.22
33,439,980
Communication Services

Amazon.com Inc

3.06
31,761,540
Consumer Cyclical