DPTAX Rating, Research - Dreyfus Tax-Managed Growth C

Dreyfus Tax-Managed Growth C (dptax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 272

Threats + Weaknesses = 147

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dptax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Dreyfus Tax-Managed Growth C (DPTAX) Description: DPTAX is a mutual fund, which is an investment that owns a basket of assets. The DPTAX mutual fund was provided by Dreyfus and this investment vehicle derives the majority of its value from equity holdings (stocks). Dreyfuss mutual fund has a long management tenure and is in the small fund size classification. DPTAXs minimum initial investment amount is $1000 while the IRA minimum is $750. DPTAXs expense ratio is roughly 2%. The latest DPTAXs front end load was 0% and the back end load was 1%. The Dreyfus Tax-Managed Growth C (DPTAX) mutual fund falls under the large-cap mixed category. DPTAX focuses its investments in USA and DPTAX is not affiliated with a particular industry or fund sector. The Dreyfus Tax-Managed Growth C (DPTAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DPTAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DPTAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term total return. The fund invests in large-cap, well-established companies that appear to be undervalued and have improving business prospects due to strong company and industry dynamics. It normally invests at least 80% of net assets in large, well-established, companies, as measured at the time of purchase. For the purposes of this policy, the fund currently considers large, well-established companies to be those included in, or similar in size to those included in, S&P 500 Composite Stock Price index with a record, together with predecessors, equal to or greater than three years of continuous operation.

Management Analysis Update

Performance Analysis Update