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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
$0
Class Inception Date
02/04/72
Class Status
Class Z shares are closed to new accounts.
Fund Assets
$1,721,684,631  As of  09/15/25
Class Assets
$692,745,261  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


Total Returns

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.
DREQX
12.56 8.94 19.14 21.95 10.57 14.63 10.15
Russell 1000® Growth Index
11.63 11.33 22.58 25.03 15.25 17.92 -
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.
DREQX
20.04 4.10 10.70 22.82 13.52 13.82 10.09
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.

To view the fund’s performance attribution, click here.

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.


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

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

Past performance is no guarantee of future results.

Historical Performance

    Class Z shares are closed to new accounts.

     

    Past performance is no guarantee of future results.

    Yearly Total Return

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


    Prospectus Fee Table Expense Ratios

    As of  06/30/25 Fee Description Expense Ratio (%)
    Management Fee 0.75%
    Shareholder Service Fees 0.05%
    Other Expenses 0.06%
    Total Expenses 0.86%
    Expenses Reimbursed 0.06%
    Net Expenses 0.80%
    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 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

    As of 08/31/25

    Asset Allocation


        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
        DREQX
        $22.10
        $0.21
        0.96%
        $22.54 $16.07 11.52%

        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
        DREQX
        19.78 -0.59 1.24 86.50 0.86

        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.


        Dividend Schedule

        Declared
        Annually
        Distributed
        Annually
        Paid
        Annually
        Fiscal Year End
        Feb 28
        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 0.0288 1.6118
        2019 0.0250 1.4784
        2018 0.0338 2.4498
        2017 0.0260 1.4391
        2016 0.0707 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 0.0288 0.0000 0.0000 0.4379 0.4667
        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 0.0250 0.0000 0.0000 0.4358 0.4608
        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 0.0231 0.0107 0.1501 0.0695 0.7359 0.9893
        12/18/17 12/19/17 12/19/17 0.0000 0.0210 0.0000 0.0884 0.9928 1.1022
        06/22/17 06/23/17 06/23/17 0.0000 0.0050 0.0000 0.0000 0.3579 0.3629
        12/16/16 12/19/16 12/19/16 0.0000 0.0518 0.0000 0.0000 0.7079 0.7597
        06/21/16 06/22/16 06/22/16 0.0000 0.0189 0.0000 0.0000 0.0000 0.0189
        12/16/15 12/17/15 12/17/15 0.0000 0.0263 0.0000 0.0000 0.6811 0.7074
        06/22/15 06/23/15 06/23/15 0.0000 0.0239 0.0000 0.0000 0.2154 0.2393
        12/17/14 12/18/14 12/18/14 0.0000 0.0011 0.0000 0.0000 0.6100 0.6111
        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 0.0149 0.0000 0.0000 0.0529 0.0678
        06/25/13 06/26/13 06/26/13 0.0000 0.0321 0.0000 0.0000 0.0000 0.0321
        12/18/12 12/19/12 12/19/12 0.0000 0.0180 0.0000 0.0000 0.0000 0.0180
        06/26/12 06/27/12 06/27/12 0.0000 0.0134 0.0000 0.0000 0.0000 0.0134
        06/28/11 06/29/11 06/29/11 0.0000 0.0320 0.0000 0.0000 0.0000 0.0320
        06/28/10 06/29/10 06/29/10 0.0000 0.0100 0.0000 0.0000 0.0000 0.0100
        06/23/09 06/24/09 06/24/09 0.0000 0.0314 0.0000 0.0000 0.0000 0.0314
        06/27/08 06/30/08 06/30/08 0.0000 0.0100 0.0000 0.0000 0.1454 0.1554
        12/12/07 12/13/07 12/13/07 0.0197 0.0153 0.1556 0.1214 0.3740 0.6860
        06/28/07 06/29/07 06/29/07 0.0000 0.0130 0.0000 0.0780 0.1830 0.2740
        12/14/06 12/15/06 12/15/06 0.0000 0.0050 0.0000 0.0000 0.4660 0.4710
        06/28/06 06/29/06 06/29/06 0.0000 0.0180 0.0000 0.0000 0.1090 0.1270
        03/30/05 03/31/05 03/31/05 0.0009 0.0202 0.0000 0.0000 0.0000 0.0211
        12/17/04 12/20/04 12/20/04 0.0000 0.0332 0.0000 0.0000 0.0000 0.0332
        03/30/04 03/31/04 03/31/04 0.0000 0.0270 0.0000 0.0000 0.0000 0.0270
        12/12/03 12/15/03 12/15/03 0.0000 0.0100 0.0000 0.0000 0.0000 0.0100
        03/28/03 03/31/03 03/31/03 0.0184 0.0000 0.0000 0.0000 0.0000 0.0184
        12/12/02 12/13/02 12/13/02 0.0050 0.0000 0.0000 0.0000 0.0000 0.0050
        03/27/02 03/28/02 03/28/02 0.0134 0.0000 0.0000 0.0000 0.0000 0.0134
        12/12/01 12/13/01 12/13/01 0.0080 0.0000 0.0000 0.0000 0.0000 0.0080
        03/29/01 03/30/01 03/30/01 0.0050 0.0000 0.0000 0.0000 0.0000 0.0250
        12/05/00 12/06/00 12/06/00 0.0000 0.0000 0.0000 0.0000 0.0000 0.3450
        03/30/00 03/31/00 03/31/00 0.0040 0.0000 0.0860 0.0000 0.0000 0.1400
        12/07/99 12/08/99 12/08/99 0.0080 0.0000 0.0560 0.0000 0.0000 0.1970
        03/30/99 03/31/99 03/31/99 0.0000 0.0000 0.0000 0.0000 0.0000 0.9810
        12/16/98 12/17/98 12/17/98 0.0730 0.0000 0.0000 0.0000 0.0000 0.5350
        12/12/97 12/15/97 12/15/97 0.0530 0.0000 0.6280 0.0000 0.0000 0.9360
        03/27/97 03/31/97 03/31/97 0.0130 0.0000 0.3140 0.0000 0.0000 0.5690
        12/13/96 12/16/96 12/16/96 0.0850 0.0000 0.8850 0.0000 0.0000 1.3650
        12/11/95 12/12/95 12/12/95 0.1100 0.0000 1.1250 0.0000 0.0000 1.3860
        07/31/95 08/01/95 08/01/95 0.0100 0.0000 0.0000 0.0000 0.0000 0.0100
        12/15/94 12/16/94 12/16/94 0.0870 0.0000 0.0000 0.0000 0.0000 0.1770
        10/31/94 11/01/94 11/01/94 0.0000 0.0000 0.6180 0.0000 0.0000 1.7590
        12/27/93 12/28/93 12/28/93 0.0000 0.0000 0.0000 0.0000 0.0000 1.0400
        11/03/93 11/04/93 11/05/93 0.0000 0.0000 0.0000 0.0000 0.0000 1.5600
        12/29/92 12/30/92 12/31/92 0.0100 0.0000 0.0000 0.0000 0.0000 0.0100
        11/10/92 11/11/92 11/12/92 0.0100 0.0000 0.0000 0.0000 0.0000 0.0100
        See all rows...

        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 Z Download
        Semi Annual Report - Class Z Download
        Annual Financials and Other Information Download
        Semi Annual Financials and Other Information Download
        1Q Fiscal Holdings Download
        3Q Fiscal Holdings Download

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        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.

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