Dreyfus Large Cap Fund Quote
DLQIX Fund | USD 14.53 0.18 1.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dreyfus Large is trading at 14.53 as of the 20th of March 2025; that is 1.25 percent increase since the beginning of the trading day. The fund's open price was 14.35. Dreyfus Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
To pursue its goal, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of large capitalization companies. The manager considers large-cap companies to be those companies with market capitalizations of 5 billion or more at the time of purchase. More on Dreyfus Large Cap
Dreyfus Mutual Fund Highlights
Thematic Idea | Large Value Funds (View all Themes) |
Fund Concentration | Dreyfus Funds, Large Blend Funds, Large Value Funds, Large Blend, Dreyfus (View all Sectors) |
Update Date | 31st of March 2025 |
Dreyfus Large Cap [DLQIX] is traded in USA and was established 20th of March 2025. Dreyfus Large is listed under Dreyfus category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dreyfus family. The entity is thematically classified as Large Value Funds. This fund currently has accumulated 667.73 M in assets under management (AUM) with no minimum investment requirementsDreyfus Large Cap is currently producing year-to-date (YTD) return of 1.13% with the current yeild of 0.01%, while the total return for the last 3 years was 7.64%.
Check Dreyfus Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dreyfus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dreyfus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dreyfus Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dreyfus Large Cap Mutual Fund Constituents
CRM | Salesforce | Stock | Information Technology | |
MDLZ | Mondelez International | Stock | Consumer Staples | |
CVX | Chevron Corp | Stock | Energy | |
BAC | Bank of America | Stock | Financials | |
IR | Ingersoll Rand | Stock | Industrials | |
ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
NEE | Nextera Energy | Stock | Utilities | |
V | Visa Class A | Stock | Financials |
Dreyfus Large Cap Risk Profiles
Mean Deviation | 1.24 | |||
Standard Deviation | 2.88 | |||
Variance | 8.31 | |||
Risk Adjusted Performance | (0.12) |
Dreyfus Large Against Markets
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Large financial ratios help investors to determine whether Dreyfus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dreyfus with respect to the benefits of owning Dreyfus Large security.
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