BNY Mellon Large Cap Stock Fund Class M (MPLCX)

6.21
Net Asset Value
-0.16%
1 Day
+0.49%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.81%
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. The fund typically will hold between 100 and 175 securities.

Performance

1 month-2.20% 3 years+14.40%
3 months-0.64% 5 years+12.50%
1 year+15.23% Since inception+3.19%
Data through --

Peer Comparisonvs. Large blend

 MPLCXCategory
Performance 5-yr return+12.50%+13.88%
Expense ratio0.81%1.14%
Risk 5 year sharpe ratio1.001.07
Net assets$469.1M$3.9B
Average market cap$63.8B$102.1B
Average P/E17.118.1
Portfolio turnover142%142%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyBNY Mellon Funds
Fund manager & tenureRonald Gala / 1 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00

Holdings

U.S. stock99.22%
Cash0.77%
International stock0.01%
Fixed income0.00%
Other0.00%
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
XOM Exxon Mobil2.79%
AAPL Apple2.63%
JNJ Johnson & Johnson2.14%
PFE Pfizer1.89%
BRKB Berkshire Hathaway1.75%
GILD Gilead Sciences1.72%
DIS Disney1.69%
HD Home Depot1.65%
T AT&T1.64%
VZ Verizon1.60%

To view my watchlist

Not a member yet?

Sign up now for a free account