DTGRX : DREYFUS TECH GROWTH A

 
 
#3
 
 

ZACKS RANK: 3 - HOLD

Ticker: DTGRX
Manager: Team Managed
Manager Since: NA
NAV (06/17/2013): 36.64
Objective: Equity - Sector Technology
Peer: TC LG
Net Assets ($mil): 210.98
Inception: 10/13/1997
DTGRX : Description

The fund was incepted in October 1997 and is managed by Dreyfus Corporation. The objective of the fund is to seek capital appreciation. The fund invests at least 80% of its assets in the stocks of growth companies of any size that Dreyfus believes to be leading producers or beneficiaries of technological innovation. The fund's stock investments include common stocks, preferred stocks and convertible securities, including those purchased in initial public offerings. The fund sells a stock when there is a negative change in the fundamental factors surrounding the company, such as an earnings or revenue shortfall, industry downturn or change in the competitive landscape, or when the portfolio manager believes the stock is fully valued by the market. Dividends are distributed annually. Capital gains are distributed once in a year.

DTGRX : Composition - 05/13
Stocks 97.18%
Foreign Stocks 2.48%
Cash 2.08%
Bonds 0.00%
Foreign Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.74%
Foreign Hedged 0.00%
Composition Horizontal Bar Chart
DTGRX : Style Analysis - 05/13
Large Growth 41.51%
Large Value 0.00%
Small Growth 28.04%
Small Value 0.00%
Foreign Stock 41.51%
Emerging Market 0.00%
Precious Metals 0.00%
Intermediate Bond 0.00%
High Yield Bond 0.00%
Foreign Bond 0.00%
Style Analysis Horizontal Bar Chart
DTGRX : Risk Analysis
Beta v. S&P 500 1.04
Beta v. EAFE 0.06
Beta v. Barclays Agg Bond -0.40
Alpha 3 Yr -3.22
Alpha 5 Yr 1.77
R-Sq 3 Yr 0.75
R-Sq 5 Yr 0.81
Std Dev 3 Yr 19.71
Std Dev 5 Yr 22.83
Sharpe 3 Yr 0.62
Sharpe 5 Yr 0.41
DTGRX : Fees
Expense Ratio 1.41
% Max Load 5.75
% Min Load 0.00
% Deferred Load NA
% Redemption NA
% Max 12 B1 Fee 0.00
% Max Mgt Fee 0.75
DTGRX : Purchase Choices:
Min Initial Investment 1000
Min Subsequent Investment 100
DTGRX : Returns Analysis - Annual

Line chart

  2003200420052006200720082009201020112012YTD
NAV ($) 22.9723.0423.9224.7728.0216.1525.0832.4929.8634.4936.64
Total Return (%) 52.220.303.813.5513.12-42.3655.2929.54-8.0915.502.23
Annual Dividend Yield (%) 0.000.000.000.000.000.000.000.000.000.000.00
Relative Performance
Rel Performance-S&P500(%) 235.30-105.68-10.72-122.4376.26-53.55288.73144.82-101.94-4.87-105.10
Rel Performance-Obj.Ret.(%) 2.64-48.42-21.22-36.95-30.1732.14-40.32105.55-3.3822.86-50.05
Ret.Quintile vs Obj(1 is best) 35444241325
Turnover, Yields, and Gains
Fund Assets Net($mil) 481399384409366159230323217224211
Annual Turnover (%) 61.71127.7547.5048.2628.80126.37122.48110.9290.2869.2049.10
Annual Dividend Paid ($) 0.000.000.000.000.000.000.000.000.000.000.00
Annual Capital Gains Paid($) 0.000.000.000.000.000.000.000.000.000.000.00
DTGRX : Returns Analysis - Trailing Total Return
  1 Month 3 Month 6 Month YTD 1 Year 3 Year 5 Year 10 Year 15 Year 20 Year
Total Return (through 05/13) -1.14% -2.38% 8.32% 2.23% -0.93% 10.35% 6.81% 7.77% 6.26% NA
Ret. Percentile vs. Obj. (1 is best) 67 96 68 86 66 30 29 67 33 NA
DTGRX : Stock Portfolio Snapshot - 05/13
Average Price/Earnings 48.02
Average Price/Book 5.88
Average EPS Growth 15.48
Average Market Value 48,550.00
DTGRX : Stock Sector Breakout - 05/13
Stock Sector Breakout
DTGRX : Top Holdings - 05/13
Name Weight Shares
AKAMAI TECHNOLOGIES 5.23 373,010
AMAZON COM INC 5.05 52,390
LINKEDIN CORPORATION 4.90 118,440
SALESFORCE.COM INC 4.81 79,670
APPLE INC 3.79 16,908
GOOGLE INC CL A 4.09 15,288
QUALCOMM INC 4.01 164,630
ORACLE CORP 3.84 312,226
ANALOG DEVICES INC 4.14 266,230