BNY Mellon Large Cap Stock Fund Class Investor (MILCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. To pursue its goal- the fund normally invests at least 80% of its net assets- plus any borrowings for investment purposes- in stocks of large capitalization companies with market capitalizations of $5 billion or more at the time of purchase. It typically will hold between 100 and 175 securities.


1 month-1.68% 3 years+8.19%
3 months-0.37% 5 years+12.31%
1 year+14.91% Since inception+5.57%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.31%+14.24%
Expense ratio1.09%0.97%
Risk 5 year sharpe ratio1.281.23
Net assets$289.8M$5.4B
Average market cap$91.4B$153.3B
Average P/E22.120.7
Portfolio turnover46%46%

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Fund Management and Purchase Info

Fund familyBNY Mellon Funds
Fund manager & tenureRonald Gala / 4 Years
Minimal initial investment$10,000.00
Minimum IRA investment--


U.S. stock99.51%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.01%
Consumer goods 14.52%
Energy 13.74%
Industrial materials 11.86%
Healthcare 9.88%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.57%
JPM JPMorgan Chase2.69%
FB Facebook2.61%
BAC Bank of America2.38%
XOM Exxon Mobil2.27%
JNJ Johnson & Johnson2.26%
GOOGL Google2.05%
GOOG Google2.03%
AMZN Amazon1.95%
MSFT Microsoft1.92%