Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.90% 23.01M -- 125.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-72.34M 4.80% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. The Fund normally invests at least 80% of its assets in bonds and other instruments that provide investment exposure to global bond markets.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focus Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Credit Focus Funds
Fund Owner Firm Name BNY Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 64
-322.41M Peer Group Low
60.40M Peer Group High
1 Year
% Rank: 87
-72.34M
-194.83M Peer Group Low
1.582B Peer Group High
3 Months
% Rank: 74
-294.53M Peer Group Low
578.40M Peer Group High
3 Years
% Rank: 57
-7.555B Peer Group Low
1.819B Peer Group High
6 Months
% Rank: 77
-261.12M Peer Group Low
1.113B Peer Group High
5 Years
% Rank: 57
-2.505B Peer Group Low
5.334B Peer Group High
YTD
% Rank: 74
-227.23M Peer Group Low
877.14M Peer Group High
10 Years
% Rank: 45
-21.36B Peer Group Low
5.734B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
0.58%
8.42%
5.66%
-1.30%
-9.21%
4.19%
4.90%
0.10%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
3.23%
-3.05%
8.30%
4.75%
-2.23%
-14.21%
7.32%
2.50%
3.73%
-3.50%
5.14%
6.55%
-1.22%
-4.99%
3.45%
-2.10%
6.19%
--
--
-0.59%
5.25%
-1.26%
9.58%
9.06%
0.76%
-1.27%
8.13%
2.93%
1.09%
-3.79%
8.09%
6.84%
2.75%
As of December 22, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-29-25) 3.10%
30-Day SEC Yield (3-31-25) 5.03%
7-Day SEC Yield --
Number of Holdings 171
Bond
Yield to Maturity (2-28-25) 5.44%
Effective Duration 2.51
Average Coupon 4.82%
Calculated Average Quality 3.640
Effective Maturity 10.41
Nominal Maturity 10.93
Number of Bond Holdings 101
As of February 28, 2025

Asset Allocation

As of February 28, 2025.
Type % Net
Cash 1.86%
Stock 0.00%
Bond 96.62%
Convertible 0.00%
Preferred 0.00%
Other 1.52%
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Top 10 Holdings

Name % Weight Price % Change
USD/EUR Forward Contract
28.34% -- --
USD/GBP Forward Contract
11.35% -- --
USD/AUD Forward Contract
9.58% -- --
USD/IDR Forward Contract
7.40% -- --
USD/NZD Forward Contract
6.19% -- --
JPY/USD Forward Contract
5.56% -- --
USD/ZAR Forward Contract
4.83% -- --
South Africa, Republic of (Government) 8.25% 31-MAR-2032
4.47% -- --
USD/BRL Forward Contract
4.12% -- --
Brazil, Federative Republic of (Government) 0% 01-JAN-2028
4.01% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.17%
Administration Fee --
Maximum Front Load 4.50%
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors No
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 100.00 None

Basic Info

Investment Strategy
The Fund seeks total return. The Fund normally invests at least 80% of its assets in bonds and other instruments that provide investment exposure to global bond markets.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focus Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Credit Focus Funds
Fund Owner Firm Name BNY Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-29-25) 3.10%
30-Day SEC Yield (3-31-25) 5.03%
7-Day SEC Yield --
Number of Holdings 171
Bond
Yield to Maturity (2-28-25) 5.44%
Effective Duration 2.51
Average Coupon 4.82%
Calculated Average Quality 3.640
Effective Maturity 10.41
Nominal Maturity 10.93
Number of Bond Holdings 101
As of February 28, 2025

Fund Details

Key Dates
Inception Date 3/25/2011
Last Annual Report Date 10/31/2024
Last Prospectus Date 2/28/2025
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:DGDAX:DL", "name")
Broad Asset Class: =YCI("M:DGDAX:DL", "broad_asset_class")
Broad Category: =YCI("M:DGDAX:DL", "broad_category_group")
Prospectus Objective: =YCI("M:DGDAX:DL", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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