Dreyfus Investment Portfolio: MidCap Stock Portfolio
Investment Strategy
The portfolio seeks investment returns that are greater than the total return performance of publicly traded common stocks of medium-size domestic companies in the aggregate, as represented by the Standard & Poor's MidCap 400 Index (S&P 400). To pursue this goal, the portfolio invests at least 80 percent of its assets in midcap stocks. The manager builds a blended portfolio of growth and value stocks of medium-size companies, those whose market values range between $1 billion and $5 billion. Stocks are chosen through a disciplined process that combines computer modeling techniques, fundamental analysis and risk management. Consistency of returns and stability of the portfolios share price compared to the S&P 400 are primary goals of the process.Investment Expenses, Sales Charges, and Fees
Annual Operating Expense
Net Expense Ratio: 1.10%
Average Annual Total Returns
All average annual total returns are reported net of all fees and as of the end of the last quarter. Past performance does not guarantee future results.
| Year | 1 | 3 | 5 | 10 |
Since Inception () |
|---|---|---|---|---|---|
Total Returns |
-9.00%
|
%
|
10.00%
|
6.00%
|
%
|
Impact of Expenses and Fees
The table below assumes the investor invests $10,000 on the first day of year one and that the original investment earns a continuous 5% return. In addition, it assumes the
investor reinvests all earnings, and makes no additional contributions. The 5% rate of return is hypothetical and used only to illustrate the respective impacts of different fee
amounts on each investment. It is not intended to predict future investment returns.
Calculations are done by the 403bCompare site in an effort to provide a standardized comparison of the impact of all fees associated with an investment option. This includes all
required 403(b) product-level fees, and investment-level fees. For more information on fees or expenses associated with a 403(b) product or investment option, please refer
fees located in Help & Resources .
| If Shares are Redeemed | |||||
|---|---|---|---|---|---|
| End of year |
1
|
5
|
10
|
15
|
20
|
| Total Fees and Charges |
$950
|
$1,727
|
$2,450
|
$3,959
|
$5,695
|
| If Shares are Not Redeemed | |||||
|---|---|---|---|---|---|
| End of year |
1
|
5
|
10
|
15
|
20
|
| Total Fees and Charges |
$215
|
$1,139
|
$2,450
|
$3,959
|
$5,695
|