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    BNY Mellon Research Growth Fund, Inc.

    Overview

    Why invest in this Fund?

    The fund seeks long-term capital growth consistent with the preservation of capital. Current income is a secondary goal. To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks. The fund may invest up to 25% of its assets in foreign securities. The fund's investments are selected through a collaborative process between the fund's portfolio managers and the global research analysts at Newton Investment Management North America, LLC, the fund's sub-adviser, with each analyst responsible for generating investment ideas across their domain expertise. These analysts utilize a fundamental, bottom-up research process to identify investments for the fund.
    Min. Class Investment
    $1,000
    Class Inception Date
    09/30/08
    Fund Assets
    $1,721,684,631  As of  09/15/25
    Class Assets
    $3,268,763  As of  09/15/25
    Portfolio Turnover Rate
    27.94% As of fiscal year end  02/28/25
    Morningstar Category
    Large Growth
    Benchmark
    Russell 1000® Growth Index
    Fund Holdings
    59 As of 08/31/25

    Portfolio Managers

    • Karen Miki Behr

      Karen Miki Behr

      Portfolio Manager, Newton Investment Management Limited

      Managing Fund Since 2021

      Joined Firm in 2008

      Joined Industry in 1999
    • Julianne D. McHugh

      Julianne D. McHugh

      Senior Portfolio Manager, Newton Investment Management North America, LLC

      Managing Fund Since February 2025

      Joined Firm in 2004

      Joined Industry in 1992
    Performance

    Total Returns

    Click here to see SALES CHARGE  Max Sales Charge:  1.00%  CDSC Load

    Month End

    Average Annual
    As of 08/31/25
    Name 3 MO
    08/31/25     		YTD
    08/31/25     		1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Research Growth Fund, Inc.
    DWOCX
    		12.30 8.26 17.95 20.78 9.53 13.55 9.80
    Russell 1000® Growth Index
    		11.63 11.33 22.58 25.03 15.25 17.92 -

    Quarter End

    Average Annual
    As of 06/30/25
    Name 3 MO
    06/30/25     		YTD
    06/30/25     		1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Research Growth Fund, Inc.
    DWOCX
    		19.73 3.64 9.68 21.68 12.45 12.75 9.74
    Russell 1000® Growth Index
    		17.84 6.09 17.22 25.76 18.15 17.01 -

    The performance data quotes represents past performance, which is no guarantee of future results. Yield, 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. Click above for month-end returns.

    The Russell 1000® Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000 companies with higher growth earning potential as defined by Russell's leading style methodology. The Russell 1000® Growth Index is constructed to provide a comprehensive and unbiased barometer for the large-cap growth segment. The index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect growth characteristics. Investors cannot invest directly in any index.

    The total return performance figures presented for Class C shares of the fund represent the performance of the fund's Class Z for periods prior to September 30, 2008, the inception date for Class C shares, and the performance of Class C, respectively, from that inception date. Performance reflects the applicable class' distribution/servicing fees since the inception date. Had these fees and expenses been reflected for periods prior, performance would have been different.


    Investors should consider, when deciding whether to purchase a particular class of shares, the investment amount, anticipated holding period and other relevant factors.

    Growth of $10,000 Investment

    Past performance is no guarantee of future results.

    Historical Performance

      These figures do not reflect the maximum sales charge which, if included, would reduce return.

      Past performance is no guarantee of future results.

       

      Yearly Total Return

      Yearly

      Investment return fluctuates and past performance is no guarantee of future results.

      Fees & Expenses

      Redemption Charge

      As of    REDEMPTION YEAR CDSC
      Year  1 1.00

      Class C shares are subject to a contingent deferred sales charge (CDSC) imposed on Class C shares redeemed within one year of purchase.

      Prospectus Fee Table Expense Ratios

      As of  06/30/25 Fee Description Expense Ratio (%)
      Management Fee 0.75%
      12B-1 Fee 0.75%
      Service Fee 0.25%
      Other Expenses 0.18%
      Total Expenses 1.93%
      Expenses Reimbursed 0.18%
      Net Expenses 1.75%
      Total Expenses is the total annual operating expense ratio for the fund, before any fee waivers or expense reimbursements. Net Expenses is the total annual operating expense ratio for the fund, after any applicable fee waivers or expense reimbursements. The Total Expenses, or Net Expenses (if including fee waivers or expense reimbursements) is the actual fund expense ratio applicable to investors.
      The fund's investment adviser, BNY Mellon Investment Adviser, Inc., has contractually agreed, until June 30, 2026, to waive receipt of its fees and/or assume the direct expenses of the fund so that the direct expenses of none of the fund's share classes (excluding Rule 12b-1 fees, shareholder services fees, taxes, interest expense, brokerage commissions, commitment fees on borrowings and extraordinary expenses) exceed .75%. On or after June 30, 2026, BNY Mellon Investment Adviser, Inc. may terminate this expense limitation agreement at any time.
      Portfolio

      Portfolio Manager/Sub-Investment Adviser

      The fund's investment adviser is BNY Mellon Investment Adviser, Inc. (BNYM Investment Adviser). BNYM Investment Adviser has engaged its affiliate, Newton Investment Management North America, LLC (NIMNA), to serve as the fund's sub-adviser. NIMNA has entered into a sub-sub-investment advisory agreement with its affiliate, Newton Investment Management Limited (NIM), to enable NIM to provide certain advisory services to NIMNA for the benefit of the fund. The fund?s primary portfolio managers are Karen Behr and Julianne McHugh. Ms. Behr has been a primary portfolio manager of the fund since September 2021 and is a portfolio manager at NIMNA. Ms. McHugh has been a primary portfolio manager of the fund since February 2025 and is Head of Sustainable Equities and a senior portfolio manager at NIMNA.

      Top Holdings

      Download Total Holdings
      As of 08/31/25

      Asset Allocation

          Stats & Risks

          Daily Statistics

          As of 09/15/25 Name NAV Change 12/04/24  12 Month 
          High Nav           		04/08/25  12 Month 
          Low Nav           		YTD Return
          DWOCX
          		$16.07
          $0.16
          1.01%
          		$17.01 $11.95 10.81%

          Main Risks

          Equities are subject to market, market sector, market liquidity, issuer, and investment style risks to varying degrees.
          Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries.

          Risk Metrics

          As of  08/31/25  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
          DWOCX
          		19.78 -1.59 1.25 86.65 0.81

          All risk metrics are provided by Morningstar. The index used in the calculations are determined by Morningstar which may not be the funds primary benchmark. The index Morningstar used for this analysis is S&P 500® Index.


          Alpha - Alpha is a measure of a security's or portfolio's excess return.

          Beta - Beta is a measure of a security’s or portfolio’s volatility, or systematic risk.

          R-Squared - R-squared is a statistical measure that represents the percentage of a fund’s or security’s movements that are explained by movements in a benchmark index.

          Sharpe Ratio - Sharpe ratio is a risk-adjusted measure that measures reward per unit of risk. The higher the Sharpe ratio, the better.

          Standard Deviation - Standard deviation is a statistical measure of the degree to which an individual portfolio return tends to vary from the mean, based on the entire population. The greater the degree of dispersion, the greater the degree of risk. In mutual funds, the standard deviation tells us how much the return on the fund is deviating from the expected normal returns.

          Distributions

          Dividend Schedule

          Declared
          Annually
          Distributed
          Annually
          Paid
          Annually
          Fiscal Year End
          Feb 28
          Annualized Distribution Rate
          %
          As of 
          Year Dividend ($) Capital Gains ($)
          2025 0.0000 1.0534
          2024 0.0000 0.7599
          2023 0.0000 0.6073
          2022 0.0000 1.9593
          2021 0.0000 3.0569
          2020 0.0000 1.6118
          2019 0.0000 1.4784
          2018 0.0000 2.4498
          2017 0.0000 1.4391
          2016 0.0000 0.7079

          There is no guarantee that the fund will distribute any level annually. Capital gains may be short-term, long-term, or both.

          Distributions History

          Record Date Ex-Dividend Date Payable Date Ordinary 
          Non-Qualified 
          Dividends           		Qualified 
          Dividends           		Non-Qualified 
          Short-Term 
          Capital Gain           		Qualified 
          Short-Term 
          Capital Gain           		Long-Term 
          Capital Gain           		Total 
          Distribution
          06/23/25 06/24/25 06/24/25 0.0000 0.0000 0.0000 0.0000 1.0534 1.0534
          Record Date Ex-Dividend Date Payable Date Ordinary 
          Non-Qualified 
          Dividends           		Qualified 
          Dividends           		Non-Qualified 
          Short-Term 
          Capital Gain           		Qualified 
          Short-Term 
          Capital Gain           		Long-Term 
          Capital Gain           		Total 
          Distribution
          12/05/24 12/06/24 12/06/24 0.0000 0.0000 0.0000 0.0000 0.7599 0.7599
          12/05/23 12/06/23 12/06/23 0.0000 0.0000 0.0000 0.0000 0.1672 0.1672
          06/21/23 06/22/23 06/22/23 - 0.0000 - 0.0000 0.4401 0.4401
          12/05/22 12/06/22 12/06/22 0.0000 0.0000 0.0000 0.0000 0.1579 0.1579
          06/21/22 06/22/22 06/22/22 - 0.0000 - 0.0000 1.8014 1.8014
          12/09/21 12/10/21 12/10/21 0.0000 0.0000 0.0000 0.0000 1.8203 1.8203
          06/22/21 06/23/21 06/23/21 - 0.0000 0.2570 0.0344 0.9452 1.2366
          12/09/20 12/10/20 12/10/20 0.0000 0.0000 0.0000 0.0892 1.0847 1.1739
          06/22/20 06/23/20 06/23/20 0.0000 0.0000 0.0000 0.0000 0.4379 0.4379
          12/16/19 12/17/19 12/17/19 0.0000 0.0000 0.0000 0.0117 1.0309 1.0426
          06/19/19 06/20/19 06/20/19 0.0000 0.0000 0.0000 0.0000 0.4358 0.4358
          12/14/18 12/17/18 12/17/18 0.0000 0.0000 0.0000 0.0221 1.4722 1.4943
          06/21/18 06/22/18 06/22/18 0.0000 0.0000 0.1501 0.0695 0.7359 0.9555
          12/18/17 12/19/17 12/19/17 0.0000 0.0000 0.0000 0.0884 0.9928 1.0812
          06/22/17 06/23/17 06/23/17 0.0000 0.0000 0.0000 0.0000 0.3579 0.3579
          12/16/16 12/19/16 12/19/16 0.0000 0.0000 0.0000 0.0000 0.7079 0.7079
          12/16/15 12/17/15 12/17/15 0.0000 0.0000 0.0000 0.0000 0.6811 0.6811
          06/22/15 06/23/15 06/23/15 0.0000 0.0000 0.0000 0.0000 0.2154 0.2154
          12/17/14 12/18/14 12/18/14 0.0000 0.0000 0.0000 0.0000 0.6100 0.6100
          06/17/14 06/18/14 06/18/14 0.0000 0.0000 0.0000 0.0000 0.4247 0.4247
          12/18/13 12/19/13 12/19/13 0.0000 0.0000 0.0000 0.0000 0.0529 0.0529
          06/26/12 06/27/12 06/27/12 0.0000 0.0093 0.0000 0.0000 0.0000 0.0093
          06/28/11 06/29/11 06/29/11 0.0000 0.0340 0.0000 0.0000 0.0000 0.0340
          See all rows...
          Literature

          Literature

          PRODUCT MATERIALS

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          BNY Mellon Research Growth Fund, Inc. - Commentary Download

          Factsheet, Prospectus and Reports

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          Factsheet Download
          Prospectus Download
          Summary Prospectus Download
          SAI Download
          Annual Report - Class C Download
          Semi Annual Report - Class C Download
          Annual Financials and Other Information Download
          Semi Annual Financials and Other Information Download
          1Q Fiscal Holdings Download
          3Q Fiscal Holdings Download

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

          This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions.

          Please consult a legal, tax or investment professional in order to determine whether an investment product or service is appropriate for a particular situation.

           

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