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What grade does DBMAX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

D

Fundprints Fund Grade · as of 2026-10-01

BNY Mellon Small/Mid Cap Growth Fund Class A

#368 of 500 graded active funds · growth · mid segment peer group

The point · specialist footprint

DBMAX puts less of its book behind proven specialists than 90% of graded funds.

● Bottom 20%

Bottom 40%

Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8 points per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.

2,825 disclosing funds tracked · the graded specialists among them drive every read · evidence, not advice

3 funds in the same segment carry an A — members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

DBMAX vs the Honor Roll — share card ↗

Conviction exposure

1.2%

of the book in specialist-converged names

Late-stage weight

48.7%

of the book in Crowded or Fading names

Active share

97.4%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book — top names by stage · as of 2026-10-01

Early Conviction
RGEN 3.4%GH 3.2%ENTG 2.2%+2 locked
Consensus
HRI 2.6%MKSI 2.3%TECH 2.2%+20 locked
Emerging
LUMN 0.9%
Crowded
WING 2.6%BTSG 2.3%Q 1.8%+3 locked
Fading
ROAD 3.2%CASY 2.9%BELFB 2.9%+19 locked
see the names driving this grade, and how early each one is →
Watch this fund — free →X-ray what's inside →

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Support leaving these positions

ROAD 3.2% of the fund · Fading

CASY 2.9% of the fund · Fading

BELFB 2.9% of the fund · Fading

RRX 2.8% of the fund · Fading

WING 2.6% of the fund · Crowded

Where it's genuinely early

RGEN 3.4% of the fund · Early Conviction

GH 3.2% of the fund · Early Conviction

ENTG 2.2% of the fund · Early Conviction

Same family, higher grade

DGAGX · A — BNY Mellon Appreciation Fund, Inc. Investor SharesDNLAX · A — BNY Mellon Natural Resources FundDREVX · B — BNY Mellon Large Cap Securities Fund, Inc.

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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