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Brief Study Of Dreyfus Strategic Value I Fund (DRGVX)

Published 08/06/2017, 10:16 PM
Updated 07/09/2023, 06:31 AM
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Dreyfus Strategic Value I Fund DRGVX seeks capital appreciation. DRGVX invests at least 80% of its assets in stocks. DRGVX invests in companies of any size, and uses a 'value' approach in selecting stocks for investment. DRGVX's stock investments include common stocks, preferred stocks and convertible securities, including those purchased in initial public offerings.

This Large Value producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.9% and 5 year 15.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

DRGVX’s performance, as of the last filing, when compared to funds in its category was in the top 30% over the past 1 year, and in the top 37% over the past 3 years and in the top 9% over the past 5 years.

The Dreyfus Strategic Value I fund, as of the last filing, allocates their fund in top two major groups; Large Value and Large Growth. Further, as of the last filing, Berkshire Hathaway (NYSE:BRKa) Inc, JPMorgan Chase & Co (NYSE:JPM) and Bank of America Corp (NYSE:BAC) were the top holdings for DRGVX.

This Zacks Rank #4 (Sell) was incepted in September 1995 and is managed by Dreyfus Prem. DRGVX carries an expense ratio of 0.68% and requires a minimal initial investment of $1,000.

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