Dreyfus Tax Managed Fund Quote
| DPTRX Fund | USD 31.24 0.07 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dreyfus Tax is trading at 31.24 as of the 20th of March 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 31.31. Dreyfus Tax has about a 22 % 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 common stocks and employs a tax-managed strategy, which is an approach to managing a fund that seeks to minimize capital gains tax liabilities. More on Dreyfus Tax Managed
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Moving against Dreyfus Mutual Fund
Dreyfus Mutual Fund Highlights
| Fund Concentration | Dreyfus Funds, Large Blend Funds, Large Growth Funds, Large Growth, Dreyfus (View all Sectors) |
| Update Date | 31st of March 2025 |
Dreyfus Tax Managed [DPTRX] is traded in USA and was established 20th of March 2025. Dreyfus Tax is listed under Dreyfus category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Dreyfus family. This fund currently has accumulated 111.4 M in assets under management (AUM) with minimum initial investment of 1 K. Dreyfus Tax Managed is currently producing year-to-date (YTD) return of 0.65% with the current yeild of 0.0%, while the total return for the last 3 years was 8.76%.
Check Dreyfus Tax 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 Tax Managed 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 Tax Managed Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples | |
| CB | Chubb | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| MSFT | Microsoft | Stock | Information Technology |
Dreyfus Tax Managed Risk Profiles
| Mean Deviation | 0.9192 | |||
| Standard Deviation | 1.85 | |||
| Variance | 3.41 | |||
| Risk Adjusted Performance | (0.14) |
Dreyfus Tax Against Markets
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Tax 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 Tax security.
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