Statements (65)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:client |
Investment advisory services
Dedicated client support team |
| gptkbp:client_base |
Individual and institutional investors
|
| gptkbp:customer_feedback |
Positive client feedback
|
| gptkbp:customer_support |
Educational resources for clients
|
| gptkbp:distribution |
Dividends and capital gains
|
| gptkbp:established_in |
1990s
|
| gptkbp:financials |
Promotes financial literacy among clients
Supports financial planning efforts |
| gptkbp:focus |
Minimizing tax liabilities
|
| gptkbp:fund_updates |
Regular fund updates provided
|
| gptkbp:funding |
Varies by fund
Billions in assets under management |
| gptkbp:future_goals |
Aligns with client investment goals
|
| gptkbp:has_diversity_initiatives |
Broad diversification across sectors
|
| gptkbp:headquarters |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Dreyfus Tax-Managed
|
| gptkbp:investment |
Moderate
Long-term capital appreciation Long-term investors Active management Varies by fund In-house research team Long-term investment philosophy Value-oriented investing Active in the investment community Access to investment tools and resources Market risk and tax implications |
| gptkbp:investment_focus |
U. S. markets
|
| gptkbp:investment_strategy |
Positive long-term outlook
Tax-efficient investing Aims for competitive investment returns Stays updated on investment trends |
| gptkbp:is_funded_by |
Monitored against benchmarks
Experienced investment team Available through various platforms Active fund management approach |
| gptkbp:is_monitored_by |
Regular performance updates
|
| gptkbp:managed_by |
gptkb:Dreyfus_Corporation
|
| gptkbp:market |
Conducts market analysis regularly
Daily liquidity |
| gptkbp:market_position |
Competitive position in the market
|
| gptkbp:marketing_strategy |
Focus on tax efficiency
|
| gptkbp:mentor |
Provides financial advisory services.
Works with financial advisors |
| gptkbp:offers |
Tax-managed equity funds
Tax-managed fixed income funds |
| gptkbp:part_of |
gptkb:BNY_Mellon_Investment_Management
|
| gptkbp:performance |
gptkb:S&_P_500_Index
Varies by fund Uses various performance metrics |
| gptkbp:performance_goal |
Maximize after-tax returns
|
| gptkbp:rating |
Regular performance reviews conducted
|
| gptkbp:regulatory_body |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:regulatory_compliance |
Complies with investment regulations
|
| gptkbp:shares |
Multiple share classes available
|
| gptkbp:student_enrollment |
High client retention rate
|
| gptkbp:sustainability |
Incorporates ESG factors
|
| gptkbp:target_market |
Tax-sensitive investors
|
| gptkbp:tax_reporting |
Annual tax reporting provided
|
| gptkbp:type |
gptkb:fund
|
| gptkbp:user_engagement |
Engages with clients regularly
|
| gptkbp:bfsParent |
gptkb:Dreyfus_Group
|
| gptkbp:bfsLayer |
6
|