BNY Mellon Large Cap Stock Fund Class M (MPLCX)

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. The fund typically will hold between 100 and 175 securities.


1 month-5.93% 3 years+16.86%
3 months-2.20% 5 years+11.92%
1 year+11.22% Since inception+2.71%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+11.92%+14.10%
Expense ratio0.80%1.15%
Risk 5 year sharpe ratio0.961.03
Net assets$473.8M$3.5B
Average market cap$63.4B$97.7B
Average P/E17.818.0
Portfolio turnover51%51%

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 / 0 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00


U.S. stock99.77%
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
XOM Exxon Mobil Corporation2.82%
AAPL Apple Inc2.35%
JNJ Johnson & Johnson2.34%
PFE Pfizer Inc1.83%
T AT&T Inc1.80%
VZ Verizon Communications Inc1.79%
GILD Gilead Sciences Inc1.79%
BAC Bank of America Corporation1.75%
BRKB Berkshire Hathaway Inc Class B1.73%
DIS Walt Disney Co1.70%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.