BNY Mellon Large Cap Stock Fund Class M (MPLCX)

6.25
Net Asset Value
0.00%
1 Day
-3.40%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.80%
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+1.03% 3 years+20.21%
3 months+5.12% 5 years+13.68%
1 year+17.79% Since inception+3.05%
Data through --

Peer Comparisonvs. Large blend

 MPLCXCategory
Performance 5-yr return+13.68%+14.10%
Expense ratio0.80%1.14%
Risk 5 year sharpe ratio1.001.07
Net assets$490.8M$3.7B
Average market cap$64.3B$103.5B
Average P/E17.817.6
Portfolio turnover142%142%

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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. stock99.54%
International stock0.23%
Cash0.23%
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 Mobil Corporation2.83%
AAPL Apple Inc2.46%
JNJ Johnson & Johnson2.30%
GILD Gilead Sciences Inc1.83%
PFE Pfizer Inc1.81%
VZ Verizon Communications Inc1.75%
T AT&T Inc1.73%
BAC Bank of America Corporation1.72%
BRKB Berkshire Hathaway Inc Class B1.71%
DIS Walt Disney Co1.70%

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