Dreyfus Conservative Allocation Fund

  • Ticker: SCALX
  • Product Code: 6268
  • CUSIP: 86271F669


Fund Type: Equity
Portfolio Manager/Sub-Investment Adviser: Keith Stransky
Inception Date October 01, 2009
Total Assets Portfolio (as of 02/17/17): $32,395,971.56
Minimum Initial Investment $2,500
Minimum Subsequent Investment $100
Dividend Schedule Declared Annually,
Distributed Annually,
Paid Annually
Fiscal Year End Aug 31
Fund Status Open to new investors.

Performance 1

Average Annual Total Returns

as of 12/31/16
1 YR 3 YR 5 YR 10 YR Since
5.77% 2.57% 5.38% - 5.63% 10/01/09

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.

Morningstar Rating 2

Overall Rating: 3 stars

Morningstar Overall Rating™ among 417 funds in the Allocation--30% to 50% Equity category as of 01/31/17. Ratings reflect risk-adjusted performance, and are derived from a weighted average of the fund's 3-, 5-, and 10-year (as applicable) ratings. As of 01/31/17 the fund received 3 and 3 stars for the 3- and 5-year periods out of 417 and 361 funds in the category. Past performance is no guarantee of future results.

Daily Statistics

as of 02/17/17
Change No change 0.00
12 Month High
12 Month Low

Prospectus Fee Table Expense Ratios

Total Expenses 1.19%
Net Expenses 0.93% 3


The fund seeks current income with some consideration for capital appreciation. View the Strategy & Risks section for this fund for more information.

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. 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.
  2. The Ratings formula measures the amount of variation in a fund's performance and gives more emphasis to downward variations. The top 10% of the funds in the category receive five stars; the next 22.5% four stars; the next 35% three stars; the next 22.5% two stars; and the last 10% one star.
  3. The Dreyfus Corporation has contractually agreed, until January 1, 2018, to assume the expenses of the fund so that the total annual fund and underlying funds operating expenses (excluding taxes, interest, brokerage commissions, commitment fees on borrowings and extraordinary expenses) do not exceed 0.93%.
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