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BNY Mellon Tx Snstv Lg Cp Mlt-Strat Fund Class Investment (MTSIX)

16.02
Net Asset Value
+0.75%
1 Day
+3.62%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.16%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large cap companies. It currently considers large cap companies to be those companies with total market capitalizations of $5 billion or more at the time of purchase. The fund normally allocates its assets among multiple investment strategies employed by the fund's investment adviser or its affiliates that invest primarily in equity securities issued by large cap companies.

Performance

1 month-0.87% 3 years+16.11%
3 months-0.69% 5 years--
1 year+6.53% Since inception+13.76%
Data through --

Peer Comparisonvs. Large growth

 MTSIXCategory
Performance 5-yr return--+16.96%
Expense ratio1.16%1.20%
Risk 5 year sharpe ratio--1.23
Net assets$432.0M$2.7B
Average market cap$59.2B$76.4B
Average P/E19.421.4
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyBNY Mellon Funds
Fund manager & tenureIrene O'Neill / 4 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00

Holdings

U.S. stock96.59%
International stock2.44%
Cash0.86%
Other0.11%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
DRGYX Dreyfus Strategic Value Fund Class Y11.81%
MPISX BNY Mellon Income Stock Fund Class M11.67%
DRYQX Dreyfus Research Growth Fund, Inc. Class Y11.17%
AAPL Apple1.65%
FB Facebook1.26%
BAC Bank of America1.16%
ABBV AbbVie1.14%
CMCSA Comcast1.10%
CELG Celgene1.06%
PEP Pepsi1.01%