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    BNY Mellon Worldwide Growth Fund, Inc.

    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 the common stock of U.S. and foreign companies. The fund focuses on "blue chip" multinational companies with total market values of more than $5 billion. These are large, established, globally managed companies that manufacture and distribute their products and services throughout the world.
    Min. class investment
    $1,000
    Class Inception Date
    03/04/96
    Class Status
    Not available for purchase by individual investors.
    Fund Assets
    $1,134,238,665  As of  04/15/24
    Class Assets
    $414,225,403  As of  04/15/24
    Portfolio Turnover Rate
    8.87% As of fiscal year end  10/31/23
    Morningstar Category
    Global Large-Stock Growth
    Benchmark
    MSCI World Index
    Morningstar Overall Rating
    Fund Holdings
    42 As of 03/31/24

    Morningstar Rating™ as of March 31, 2024 for the Class I class shares; other classes may have different performance characteristics. Overall rating for the Global Large-Stock Growth category. Fund ratings are out of 5 Stars: Overall 4 Stars (322 funds rated); 3 Yrs. 4 Stars (322 funds rated); 5 Yrs. 5 Stars (279 funds rated); 10 Yrs. 4 Stars (188 funds rated).

    Portfolio Managers

    • Alan R.  Christensen

      Alan R. Christensen, CFA

      Portfolio Manager,

      Managing Fund Since 2020

      Joined Firm in 2005

      Joined Industry in 1995

    • Catherine Crain

      Catherine Crain, CFA

      Portfolio Manager,

      Managing Fund Since 2000

      Joined Firm in 1993

      Joined Industry in 1989

    • Gentry Lee

      Gentry Lee, CFA

      Chief Executive Officer and Chief Investment Officer,

      Managing Fund Since 2010

      Joined Firm in 1998

      Joined Industry in 1994

    • Christopher  Sarofim

      Christopher Sarofim

      Portfolio Manager,

      Managing Fund Since 1997

      Joined Firm in 1988

      Joined Industry in 1986

    • Charles E. Sheedy

      Charles E. Sheedy, CFA

      Portfolio Manager,

      Managing Fund Since 2000

      Joined Firm in 1971

      Joined Industry in 1971


    Total Returns

    Average Annual
    As of 03/31/24
    Name 3 MO
    03/31/24
    YTD
    03/31/24
    1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Worldwide Growth Fund, Inc.
    DPWRX
    5.82 5.82 19.54 8.62 14.32 11.14 9.61
    MSCI World Index
    8.88 8.88 25.11 8.60 12.07 9.39 -
    Average Annual
    As of 03/31/24
    Name 3 MO
    03/31/24
    YTD
    03/31/24
    1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Worldwide Growth Fund, Inc.
    DPWRX
    5.82 5.82 19.54 8.62 14.32 11.14 9.61
    MSCI World Index
    8.88 8.88 25.11 8.60 12.07 9.39 -

    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 MSCI World Index is a free float-adjusted market capitalization-weighted index that is designed to measure the equity market performance of developed markets. Investors cannot invest directly in any index.

    The total return performance figures presented for Class I shares of the fund represent the performance of the fund's Class A for periods prior to March 04, 1996, the inception date for Class I shares, and the performance of Class I, 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

      Not available for purchase by individual investors.

       

      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  03/01/24 Fee Description Expense Ratio (%)
      Management Fee 0.75%
      Other Expenses 0.18%
      Total Expenses 0.93%
      Net Expenses 0.93%
      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.

      Portfolio Manager/Sub-Investment Adviser

      The fund's investment adviser is BNY Mellon Investment Adviser, Inc., and the fund's sub-investment adviser is Fayez Sarofim & Co. (Sarofim & Co.). The fund is managed by a team of portfolio managers employed by Sarofim & Co., consisting of Alan R. Christensen, Catherine Crain, Gentry Lee, Christopher Sarofim and Charles Sheedy. The team is supported by Sarofim & Co.'s Investment Committee, all the members of which are senior investment professionals at Sarofim & Co. The team members hold the following positions at Sarofim & Co.: Mr. Christensen is the President and Head of Investment Risk, Ms. Crain is a Vice President and Director of Marketing and Client Services, Mr. Lee is Chief Executive Officer and Chief Investment Officer, Mr. Sarofim is Chairman, and Mr. Sheedy is a Senior Vice President. Mr. Sarofim has been a portfolio manager of the fund since April 1997. Ms. Crain and Mr. Sheedy have been portfolio managers of the fund since October 2000. Mr. Lee has been a portfolio manager of the fund since November 2010. Mr. Christensen has been a portfolio manager of the fund since March 2020.

      Top Holdings

      As of 03/31/24

      Asset Allocation


          Daily Statistics

          As of 04/15/24 Name NAV Change 03/14/24  12 Month 
          High Nav
          10/27/23  12 Month 
          Low Nav
          YTD Return
          DPWRX
          $70.20
          -$0.56
          -0.79%
          $73.01 $60.77 2.38%

          Performance Metrics

          Overall Morningstar Rating


          MORNINGSTAR CATEGORY Global Large-Stock Growth


          Morningstar Rating™ as of 03/31/24 for the Class I shares; other classes may have different performance characteristics. Overall rating for the Global Large-Stock Growth. Fund ratings are out of 5 Stars: Overall 4 Stars (322 funds rated); 3 Yrs. 4 Stars (322 funds rated); 5 Yrs. 5 Stars (279 funds rated); 10 Yrs. 4 Stars (188 funds rated).
          The Morningstar Rating™ for funds, or "star rating", is calculated for managed products with at least a 3-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance (not including the effects of sales charges, loads and redemption fees if applicable), placing more emphasis on downward variations and rewarding consistent performance. Managed products; including open-end mutual funds, closed-end funds and exchange-traded funds; are considered a single population for comparative purposes. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-,and 10-year (if applicable) Morningstar Rating metrics. © Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The fund represents a single portfolio with multiple share classes that have different expense structures. Other share classes may have achieved different results.

          Lipper Rankings

          • 1 Year
            157 out of 197
          • 3 Year
            15 out of 188
          • 5 Year
            13 out of 177
          • 10 Year
            16 out of 123

          LIPPER CLASSIFICATION Global Large-Cap Growth


          Lipper Category returns and rankings as of 03/31/24, are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds with similar investment objectives. The Category returns represent the average performance of included funds, while rankings compare an individual fund's returns to those of the other funds in its category. Both are based on total return performance, with capital gains and dividends reinvested, with annual operating expenses deducted, but without including front or back-end sales charges. Rankings begin with the actual share class inception. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Rankings do not reflect sales loads

          Main Risks

          Equities are subject to market, market sector, market liquidity, issuer, and investment style risks to varying degrees.
          Small and midsized company stocks tend to be more volatile and less liquid than larger company stocks as these companies are less established and have more volatile earnings histories.
          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.
          A concentration of companies in a narrow sector could cause performance to be more volatile than funds invested in a broader range of industries.

          Risk Metrics

          As of  03/31/24  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
          DPWRX
          18.05 1.53 1.05 93.16 0.39

          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 MSCI ACWI 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
          Qtry (May, Aug, Nov, Dec)
          Distributed
          Qtry (May, Aug, Nov, Dec)
          Paid
          Qtry (May, Aug, Nov, Dec)
          Fiscal Year End
          Oct 31
          Year Dividend ($) Capital Gains ($)
          2023 0.4360 0.9771
          2022 0.3789 4.0756
          2021 0.2610 5.8424
          2020 0.4413 2.3141
          2019 0.5360 3.6272
          2018 0.7020 5.4716
          2017 0.9422 6.5189
          2016 0.8789 3.2729
          2015 0.8851 3.3480
          2014 1.0401 1.1753

          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
          12/13/23 12/14/23 12/14/23 0.0000 0.0826 0.0000 0.0000 0.9771 1.0597
          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
          11/01/23 11/02/23 11/02/23 - 0.0639 - 0.0000 0.0000 0.0639
          08/01/23 08/02/23 08/02/23 - 0.1516 - 0.0000 0.0000 0.1516
          05/01/23 05/02/23 05/02/23 - 0.1379 - 0.0000 0.0000 0.1379
          12/13/22 12/14/22 12/14/22 0.0000 0.0777 0.0000 0.0000 4.0756 4.1533
          11/01/22 11/02/22 11/02/22 - 0.0640 - 0.0000 0.0000 0.0640
          08/01/22 08/02/22 08/02/22 - 0.1461 - 0.0000 0.0000 0.1461
          05/02/22 05/03/22 05/03/22 - 0.0911 - 0.0000 0.0000 0.0911
          12/14/21 12/15/21 12/15/21 0.0000 0.0208 0.0000 0.0102 5.8322 5.8632
          08/02/21 08/03/21 08/03/21 - 0.1414 - 0.0000 0.0000 0.1414
          05/03/21 05/04/21 05/04/21 - 0.0988 - 0.0000 0.0000 0.0988
          12/14/20 12/15/20 12/15/20 0.0000 0.0586 0.0000 0.0000 2.3141 2.3727
          11/02/20 11/03/20 11/03/20 - 0.1060 - 0.0000 0.0000 0.1060
          08/03/20 08/04/20 08/04/20 0.0000 0.1242 0.0000 0.0000 0.0000 0.1242
          05/01/20 05/04/20 05/04/20 0.0000 0.1525 0.0000 0.0000 0.0000 0.1525
          12/12/19 12/13/19 12/13/19 0.0000 0.1003 0.0000 0.0000 3.6272 3.7275
          11/01/19 11/04/19 11/04/19 0.0000 0.0932 0.0000 0.0000 0.0000 0.0932
          08/01/19 08/02/19 08/02/19 0.0000 0.2066 0.0000 0.0000 0.0000 0.2066
          05/01/19 05/02/19 05/02/19 0.0000 0.1359 0.0000 0.0000 0.0000 0.1359
          12/12/18 12/13/18 12/13/18 0.0000 0.1653 0.0000 0.0096 5.4620 5.6369
          11/01/18 11/02/18 11/02/18 0.0000 0.1377 0.0000 0.0000 0.0000 0.1377
          08/01/18 08/02/18 08/02/18 0.0000 0.2733 0.0000 0.0000 0.0000 0.2733
          05/01/18 05/02/18 05/02/18 0.0000 0.1257 0.0000 0.0000 0.0000 0.1257
          12/27/17 12/28/17 12/28/17 0.0000 0.3440 0.0000 0.0027 6.5162 6.8629
          11/01/17 11/02/17 11/02/17 0.0000 0.1448 0.0000 0.0000 0.0000 0.1448
          08/01/17 08/02/17 08/02/17 0.0000 0.2505 0.0000 0.0000 0.0000 0.2505
          05/01/17 05/02/17 05/02/17 0.0000 0.2029 0.0000 0.0000 0.0000 0.2029
          12/28/16 12/29/16 12/29/16 0.0000 0.2520 0.0000 0.0219 3.2510 3.5249
          11/01/16 11/02/16 11/02/16 0.0000 0.1200 0.0000 0.0000 0.0000 0.1200
          08/01/16 08/02/16 08/02/16 0.0000 0.2686 0.0000 0.0000 0.0000 0.2686
          05/02/16 05/03/16 05/03/16 0.0000 0.2383 0.0000 0.0000 0.0000 0.2383
          12/29/15 12/30/15 12/30/15 0.0000 0.1640 0.0000 0.0000 3.3480 3.5120
          11/02/15 11/03/15 11/03/15 0.0000 0.1480 0.0000 0.0000 0.0000 0.1480
          08/03/15 08/04/15 08/04/15 0.0000 0.2964 0.0000 0.0000 0.0000 0.2964
          05/01/15 05/04/15 05/04/15 0.0000 0.2767 0.0000 0.0000 0.0000 0.2767
          12/29/14 12/30/14 12/30/14 0.0000 0.1335 0.0000 0.0000 0.0000 0.1335
          12/15/14 12/16/14 12/16/14 0.0000 0.1606 0.0000 0.0000 1.1753 1.3359
          11/03/14 11/04/14 11/04/14 0.0000 0.1730 0.0000 0.0000 0.0000 0.1730
          08/01/14 08/04/14 08/04/14 0.0000 0.3060 0.0000 0.0000 0.0000 0.3060
          05/01/14 05/02/14 05/02/14 0.0000 0.2670 0.0000 0.0000 0.0000 0.2670
          12/16/13 12/17/13 12/17/13 0.0000 0.2101 0.0000 0.0000 0.0000 0.2101
          11/01/13 11/04/13 11/04/13 0.0000 0.1690 0.0000 0.0000 0.0000 0.1690
          08/01/13 08/02/13 08/02/13 0.0000 0.3160 0.0000 0.0000 0.0000 0.3160
          05/01/13 05/02/13 05/02/13 0.0000 0.1975 0.0000 0.0000 0.0000 0.1975
          12/17/12 12/18/12 12/18/12 0.0000 0.1450 0.0000 0.0000 0.2000 0.3450
          11/01/12 11/02/12 11/02/12 0.0000 0.1550 0.0000 0.0000 0.0000 0.1550
          08/01/12 08/02/12 08/02/12 0.0000 0.2890 0.0000 0.0000 0.0000 0.2890
          05/01/12 05/02/12 05/02/12 0.0000 0.2050 0.0000 0.0000 0.0000 0.2050
          12/15/11 12/16/11 12/16/11 0.0000 0.5650 0.0000 0.0083 1.0808 1.6541
          12/17/10 12/20/10 12/20/10 0.0000 0.9100 0.0000 0.0056 0.8688 1.7844
          12/21/09 12/22/09 12/22/09 0.0000 0.8340 0.0000 0.0000 0.7480 1.5820
          12/19/08 12/22/08 12/22/08 0.0000 0.2920 0.0000 0.0000 0.0000 0.2920
          12/19/07 12/20/07 12/20/07 0.0000 0.8140 0.0000 0.0000 0.0000 0.8140
          12/15/06 12/18/06 12/18/06 0.0000 0.4770 0.0000 0.0000 0.0000 0.4770
          12/15/05 12/16/05 12/16/05 0.0000 0.6500 0.0000 0.0000 0.0000 0.6500
          12/02/04 12/03/04 12/03/04 0.0000 0.5930 0.0000 0.0000 0.0000 0.5930
          12/02/03 12/03/03 12/03/03 0.0000 0.4270 0.0000 0.0000 0.0000 0.4270
          11/29/99 11/30/99 11/30/99 0.0000 0.0000 0.0000 0.0000 0.0000 0.1110
          12/04/98 12/07/98 12/07/98 0.1590 0.0000 0.0850 0.0000 0.0000 0.2650
          12/10/97 12/11/97 12/11/97 0.0680 0.0000 0.0010 0.0000 0.0000 0.0780
          12/11/96 12/12/96 12/12/96 0.1800 0.0000 0.0710 0.0000 0.0000 0.2630
          06/19/96 06/20/96 06/20/96 0.0000 0.0000 0.0050 0.0000 0.0000 0.0050
          See all rows...

          Literature

          PRODUCT MATERIALS

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          BNY Mellon Worldwide Growth Fund, Inc. - Investment Report Download
          BNY Mellon Worldwide Growth Fund, Inc. - Presentation Download
          BNY Mellon Worldwide Growth Fund, Inc. - Commentary Download
          Fayez Sarofim & Co - In it for the long run Q&A Download
          Looking To The Long Term - Brochure Download

          Factsheet, Prospectus and Reports

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          Factsheet Download
          Prospectus Download
          Summary Prospectus Download
          SAI Download
          Annual Report Download
          Semi Annual Report 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.