BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.43: the stock has moved about 43% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerBNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) trades at $20.56. BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) is a non-diversified fund focusing on equity securities of small- and mid-cap U.S. companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DBMAX: DBMAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) Financial Services Profile
BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) is an asset management fund focusing on U.S. small- and mid-cap growth stocks, benchmarked against the Russell 2500™ Growth Index. With a market capitalization of $0.63 billion, the fund offers investors exposure to a specific segment of the equity market.
What Is the Investment Thesis for DBMAX?
DBMAX presents a targeted investment vehicle for those seeking exposure to U.S. small- and mid-cap growth stocks. With a beta of 1.43, the fund exhibits higher volatility compared to the broader market. The fund's performance is closely tied to the performance of its benchmark, the Russell 2500™ Growth Index. Key value drivers include the fund's ability to identify and capitalize on growth opportunities within the small- and mid-cap space. A potential catalyst is the increased investor interest in small- and mid-cap stocks. However, potential risks include market volatility and the fund's concentration in a specific market segment. Investors may want to evaluate their risk tolerance and investment horizon when evaluating DBMAX.
Based on FMP financials and quantitative analysis
DBMAX Key Highlights
DBMAX focuses on small- and mid-cap U.S. companies, providing targeted exposure to this market segment.
- The fund invests at least 80% of its net assets in equity securities of companies within the Russell 2500™ Growth Index market capitalization range.
- DBMAX has a beta of 1.43, indicating higher volatility compared to the broader market.
- The fund does not offer a dividend yield, focusing instead on capital appreciation.
- DBMAX's performance is closely tied to the performance of the Russell 2500™ Growth Index.
Who Are DBMAX's Competitors?
DBMAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FCAZX Franklin Corefolio Allocation Fund Advisor Class | $24.02 | +1.05% | $1.05B | — |
| FTCLX Franklin Corefolio Allocation Fund Class C | $22.75 | +0.75% | $1.03B | — |
| HNTVX Heartland Value Fund Insti Class Shs | $62.36 | +0.37% | $1.12B | — |
| HRTVX Heartland Value Fund Investor Class Shs | $60.12 | +0.86% | $1.12B | — |
| PGROX BNY Mellon Worldwide Growth Fund, Inc. Class A | $67.52 | +1.00% | $890M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DBMAX's Key Strengths?
Focus on a specific market segment (small- and mid-cap growth stocks).
- Experienced management team.
- Established brand name.
- Access to BNY Mellon's research and resources.
What Are DBMAX's Weaknesses?
Non-diversified portfolio, which may increase risk.
- Higher beta compared to the broader market.
- Dependence on the performance of the Russell 2500™ Growth Index.
- No dividend yield.
What Are the Key Risks for DBMAX?
Market volatility impacting small- and mid-cap stocks.
- Economic downturn affecting company earnings and valuations.
- Competition from other asset management firms.
- Changes in regulations impacting the asset management industry.
What Are DBMAX's Competitive Advantages?
- Established brand name and reputation of BNY Mellon Investment Management.
- Experienced investment team with expertise in small- and mid-cap investing.
- Access to BNY Mellon's research and resources.
- Established track record of performance (though past performance is not indicative of future results).
What Does DBMAX Do?
BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) is a non-diversified fund managed by BNY Mellon Investment Management. The fund's primary objective is to achieve capital appreciation by investing predominantly in the equity securities of small- and mid-cap U.S. companies. Established to provide investors with targeted exposure to this specific market segment, DBMAX adheres to a strategy of investing at least 80% of its net assets, plus any borrowings for investment purposes, in companies that align with the market capitalization criteria of the Russell 2500™ Growth Index. The fund's investment decisions are guided by the adviser's assessment of which companies fall within the small- to mid-cap range, using the index as a reference point. This approach allows DBMAX to focus on companies with growth potential that may be overlooked by larger, more broadly diversified funds. By concentrating its investments in this segment, DBMAX aims to deliver returns that outperform broader market indices, particularly during periods when small- and mid-cap stocks are favored by investors. The fund operates within the regulatory framework governing investment companies, ensuring compliance with securities laws and regulations. DBMAX offers a specific investment strategy for those seeking exposure to U.S. small- and mid-cap growth opportunities.
What Products and Services Does DBMAX Offer?
- Invests primarily in equity securities of small- and mid-cap U.S. companies.
- Aims for capital appreciation through investments in growth stocks.
- Benchmarks its performance against the Russell 2500™ Growth Index.
- Manages a non-diversified portfolio focused on a specific market segment.
- Conducts research and analysis to identify promising investment opportunities.
- Monitors market trends and economic conditions to inform investment decisions.
How Does DBMAX Make Money?
- Generates revenue through management fees charged to investors.
- Management fees are typically a percentage of the fund's assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
What Industry Does DBMAX Operate In?
BNY Mellon Small/Mid Cap Growth Fund Class A operates within the asset management industry, which is characterized by a diverse range of investment vehicles and strategies. The industry is influenced by market trends, economic conditions, and investor sentiment. DBMAX competes with other funds that focus on small- and mid-cap growth stocks. The competitive landscape includes both actively managed funds and passively managed index funds. DBMAX's success depends on its ability to generate returns that outperform its benchmark and attract investors seeking exposure to this specific market segment.
Who Are DBMAX's Key Customers?
- Individual investors seeking exposure to small- and mid-cap growth stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend DBMAX to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.2%.
DBMAX Financials
Bull Case vs Bear Case
Bull Case
- Focus on a specific market segment (small- and mid-cap growth stocks).
- Experienced management team.
- Established brand name.
- Access to BNY Mellon's research and resources.
Bear Case
- Non-diversified portfolio, which may increase risk.
- Higher beta compared to the broader market.
- Dependence on the performance of the Russell 2500™ Growth Index.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DBMAX Latest News
No recent news available for DBMAX.
DBMAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DBMAX.
Price Targets
Wall Street price target analysis for DBMAX.
DBMAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DBMAX; grades run from A+ (80-100) to F (below 30).
Common Questions About DBMAX (Financials)
What does BNY Mellon Small/Mid Cap Growth Fund Class A do?
BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX) is designed to provide investors with exposure to the growth potential of small- and mid-sized companies in the U.S. equity market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on publicly available data and may not be exhaustive.