Dreyfus Conservative Allocation Fund

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

Total Returns 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

Cumulative Returns

as of 12/31/16
1 YR 3 YR 5 YR 10 YR Since
5.77% 7.89% 29.93% - 48.80% 10/01/09

YTD Returns

as of 03/23/17

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

12 Month Yield History

Month/Year (%)


Year (%)
2016 5.77
2015 -2.01
2014 4.11
2013 9.47
2012 10.01
2011 0.47
2010 10.97

Morningstar Rating 2

Overall Rating: 3 stars

Morningstar Overall Rating™ among 408 funds in the Allocation--30% to 50% Equity category as of 02/28/17. 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 02/28/17 the fund received 3 and 3 stars for the 3- and 5-year periods out of 408 and 352 funds in the category. Past performance is no guarantee of future results.

Daily Statistics

as of 03/24/17
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

Value 1

Change in Value of a $10,000 Initial Investment

A hypothetical $10,000 investment in the fund at inception on 10/1/2009 would have been worth $14,880 on 12/31/2016. Assumes reinvestment of dividends and capital gains.

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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