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

17.06
Net Asset Value
0.00%
1 Day
+5.90%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.22%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets 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 month0.00% 3 years+14.39%
3 months+4.60% 5 years--
1 year+18.23% Since inception+15.84%
Data through --

Peer Comparisonvs. Large growth

 MTSIXCategory
Performance 5-yr return--+17.64%
Expense ratio1.22%1.24%
Risk 5 year sharpe ratio--1.16
Net assets$471.8M$2.6B
Average market cap$56.2B$71.2B
Average P/E19.123.4
Portfolio turnover82%82%

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Fund Management and Purchase Info

Fund familyBNY Mellon Funds
Fund manager & tenureIrene O'Neill / 3 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00

Holdings

U.S. stock94.75%
International stock3.58%
Cash1.55%
Other0.12%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
DRYQX Dreyfus Research Growth Y13.45%
MPISX BNY Mellon Income Stock M11.94%
DRGYX Dreyfus Strategic Value Y11.93%
AAPL Apple Inc1.35%
WFC Wells Fargo & Co1.13%
MRK Merck & Co Inc1.02%
XOM Exxon Mobil Corporation0.94%
JNJ Johnson & Johnson0.92%
PG Procter & Gamble Co0.88%
MSFT Microsoft Corp0.86%

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