Dreyfus/The Boston Company Small/Mid Cap Growth Fund

  • Ticker: SDSCX
  • Product Code: 6928
  • CUSIP: 26203E794
Share Class:

Portfolio Manager/Sub-Investment Adviser

The fund's investment adviser is The Dreyfus Corporation (Dreyfus). Dreyfus has engaged its affiliate, The Boston Company Asset Management, LLC, to serve as the fund's subadviser. TBCAM, a registered investment adviser, is an indirect wholly-owned subsidiary of BNY Mellon. Todd W. Wakefield, CFA, and Robert C. Zeuthen, CFA, are the fund's primary portfolio managers, positions they have held since September 2005 and April 2013, respectively. Mr. Wakefield is a managing director, senior portfolio manager and a member of the U.S. small, small/mid and mid-cap growth investment team at The Boston Company Asset Management, LLC (TBCAM), where he has been employed since 2003. Mr. Zeuthen is a director, senior equity research analyst and a member of the U.S. small, small/mid and mid-cap growth investment team at TBCAM, where he has been employed since 2006.

Sector & Allocation 1

Top Holdings 2

IShares Russell 2000 Growth ETF 2.54%
Sally Beauty Holdings 2.51%
Scotts Miracle-Gro, Cl. A 2.12%
Cooper 2.09%
Copart 2.04%
LKQ 2.01%
TopBuild 1.88%
Jazz Pharmaceuticals 1.85%
Black Knight Financial, Cl. A 1.76%
Align Technology 1.76%

Portfolio Statistics

Benchmark 3 Russell 2500 Growth Index
Number of Holdings 72
as of 04/30/16
Portfolio Turnover Rate 144.39%
as of fiscal year end 09/30/15
P/E Ratio 4 24.38
as of 03/30/16

Risk Measures

as of 04/30/16
R Squared 5 69.36
Beta 6 1.01
Standard Deviation 7 13.73

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. Portfolio composition and allocation is as of 04/30/16 and is subject to change at any time. Totals may not be exact due to rounding. Negative exposures may represent short positions through derivatives.
  2. The holdings listed should not be considered recommendations to buy or sell a security. Large concentrations can increase share price volatility.
  3. Source: Morningstar, Inc. All rights reserved. Reflects reinvestment of dividends and, where applicable, capital gain distributions. The Russell 2500 Growth Index is an unmanaged index, which is the funds benchmark index, that measures the performance of those Russell 2500 companies (the 2,500 smallest companies in the Russell 3000 Index (which is comprised of the 3,000 largest U.S. companies based on total market capitalization)) with higher price-to-book ratios and higher forecasted growth values.
  4. Price/earnings for a stock is the ratio of the company's most recent month-end share price to the company's estimated earnings per share (EPS) for the current fiscal year. If a third-party estimate for the current year EPS is not available, Morningstar will calculate an internal estimate based on the most recently reported EPS and average historical earnings growth rates. Price/ earnings is one of the five value factors used to calculate the Morningstar Style Box. For portfolios, this historical P/E data point is calculated by taking an asset-weighted average of the earnings yields (E/P) of all the stocks in the portfolio and then taking the reciprocal of the result. Source: Morningstar
  5. Reflects the percentage of a fund's movements that can be explained by movements in a particular benchmark. An R-squared of 100 indicates fund movements that are perfectly correlated to those of the benchmark. In order to compare funds across general asset classes, Morningstar calculates R-squared values relative to a "standard" broad-based market index. For example, the R-squared of both a small cap, domestic equity fund and a domestic technology fund would be determined against the S&P 500 Index. Thus, the "standard" broad-based market index used by Morningstar may differ from the fund's actual benchmark stated in this factsheet. Source: Morningstar
  6. Beta is a measure of the systematic risk of a stock or a portfolio and is an indicator of expected return. A beta higher than 1.0 has higher risk than the overall market has and thus the stock or portfolio can be expected to perform in relation to the overall market in that way.
  7. A statistical measurement of dispersion around an average which depicts how widely fund returns varied over a certain period of time. Source: Morningstar
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