Dreyfus Balanced Opportunity Fund

  • Ticker: DBOCX
  • Product Code: 6002
  • CUSIP: 26202W308
Share Class:

Total Returns 1 2

Average Annual Total Returns

as of 12/31/14
1 YR 3 YR 5 YR 10 YR Since
at NAV
6.60% 12.96% 9.58% 4.23% 8.12% 01/30/04
with Sales Charge Max Sales Charge:  1.00%  CDSC
5.62% 12.96% 9.58% 4.23% 8.12%  

Cumulative Returns

as of 12/31/14
1 YR 3 YR 5 YR 10 YR Since
at NAV
6.60% 44.13% 57.97% 51.27% 774.28% 01/30/04
with Sales Charge Max Sales Charge:    1.00% CDSC
5.62% 44.13% 57.97% 51.27% 774.28%  

YTD Returns Without Sales Charge

as of 03/27/15

The performance data quoted represents past performance, which is no guarantee of future results. Share price and investment return fluctuate and an investor's shares may be worth more or less than original cost upon redemption. Current performance may be lower or higher than the performance quoted. Please use the pulldown menu above to view month-end performance.

Historical Performance 1 2 3

12 Month Yield History

Month/Year (%)


Year (%)
2014 6.60
2013 20.05
2012 12.61
2011 -2.46
2010 12.36
2009 21.09
2008 -28.44
2007 4.11
2006 8.55
2005 -2.22

Daily Statistics

as of 03/27/15
Change up arrow 0.05
12 Month High
12 Month Low

Prospectus Fee Table Expense Ratios

Total Expenses 2.05%
Net Expenses 1.95% 4


Change in Value of a $10,000 Initial Investment

A hypothetical $10,000 investment in the fund's Class C shares at inception on 1/30/2004 would have been worth $16,047 on 12/31/2014. This does not reflect the 1.00% maximum CDSC applicable to Class C shares which, if reflected, would have lowered performance. Assumes reinvestment of dividends and capital gains. Performance for the fund's other share classes would vary.

Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Download a prospectus, or a summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.

Notes & Disclosures
  1. For share classes offered after the fund's inception date, the total returns quoted reflect the performance of the fund's initial share class(es), adjusted to reflect applicable non-recurring sales charges. Performance for these share classes has not been adjusted to reflect any class-specific distribution or servicing fees or any differences in operating expenses. Had such fees and expenses been reflected, returns for these share class returns during such periods would have been lower.
  2. Performance is historical and not indicative of future results. Investment return and principal value will fluctuate and an investor will receive more or less than the original cost upon redemption. Investors should consider, when deciding whether to purchase a particular class of shares, the investment amount, anticipated holding period and other relevant factors, and should read the prospectus carefully.
  3. These figures do not reflect the maximum sales charge which, if included, would reduce return.
  4. The Dreyfus Corporation has contractually agreed to waive receipt of its fees and/or assume the expenses of the fund until April 1, 2016, so that the direct expenses of none of the classes (exclusive of Rule 12b-1 fees, shareholder service fees, taxes, brokerage fees, interest on borrowings, commitment fees and extraordinary expenses) exceed .95%.
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