| 13.91 Net Asset Value | +0.94% 1 Day | +13.18% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.79% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +7.33% | 3 years | +10.83% | |
| 3 months | +7.66% | 5 years | +2.39% | |
| 1 year | +24.91% | Since inception | +1.62% |
| MUCMX | Category | |
|---|---|---|
| Performance 5-yr return | +2.39% | +4.80% |
| Expense ratio | 1.79% | 1.17% |
| Risk 5 year sharpe ratio | 0.18 | 0.30 |
| Net assets | $193.5M | $2.7B |
| Average market cap | $48.0B | $57.0B |
| Average P/E | 18.0 | 16.4 |
| Portfolio turnover | 129% | 129% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BNY Mellon Funds |
| Fund manager & tenure | Sean Fitzgibbon / 5 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $10,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 18.77% |
| Healthcare | 15.55% |
| Financial service | 15.02% |
| Energy | 11.00% |
| Industrial materials | 9.87% |
| PFE Pfizer Inc | 4.45% |
| PM Philip Morris International, Inc. | 3.97% |
| JNJ Johnson & Johnson | 3.68% |
| AAPL Apple Inc | 3.01% |
| MON Monsanto Company | 2.95% |
| COV Covidien PLC | 2.79% |
| WFC Wells Fargo & Co | 2.78% |
| DIS Walt Disney Co | 2.75% |
| CVX Chevron Corp | 2.74% |
| BAC Bank of America Corporation | 2.70% |
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