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BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund Class Investment (MTSIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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. The advisor currently considers large cap companies to be those companies with total market capitalizations of $5 billion or more at the time of purchase. It 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.


1 month+2.75% 3 years+12.13%
3 months+3.91% 5 years+13.90%
1 year+23.09% Since inception+12.72%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.90%+12.91%
Expense ratio1.15%0.99%
Risk 5 year sharpe ratio1.261.26
Net assets$346.6M$5.0B
Average market cap$80.3B$119.0B
Average P/E23.421.9
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyBNY Mellon Funds
Fund manager & tenureIrene O'Neill / 7 Years
Minimal initial investment$10,000.00
Minimum IRA investment--


U.S. stock97.25%
International stock1.66%
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 Fund, Inc. Class Y16.89%
DRGYX Dreyfus Strategic Value Fund Class Y9.44%
MPISX BNY Mellon Income Stock Fund Class M6.36%
MSFT Microsoft1.95%
GOOGL Google1.64%
AAPL Apple1.55%
AMZN Amazon1.47%
UNH UnitedHealth1.22%
ADBE Adobe1.18%