BNY Mellon Balanced M
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Phone: 800-645-6561
| Category: | Moderate Allocation | | Fund Family: | BNY Mellon Funds | | Net Assets: | 257.80M | | Year-to-Date Return: | -23.00% | | Yield: | 3.50% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-00 |
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John F. Flahive
Lead Manager since
31-Mar-06 | | | Flahive has been a senior portfolio manager with Mellon since 1994. Prior to joining Mellon, he was a senior portfolio manager and vice president with Neuberger erman Asset Management Inc., and a vice president and associate portfolio manager with T. Rowe Price Associates Inc. He has over 20 years of investment experience. Flahive holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of principal in conjunction with current income. The fund may invest in both individual securities and other MPAM funds. It has established target allocations for its assets of 60% in the aggregate to equity securities, and 40% to bonds and money market instruments. The funds investment in each of Mellon Mid Cap Stock fund, Mellon Small Cap Stock fund, Mellon International fund, and Mellon Emerging Markets fund is subject to a separate limit of 20% of the funds total assets, as is the funds investment in money market instruments. |
| Last Dividend
(31-Oct-08):
| 0.02 | | Last Cap Gain
(19-Dec-07):
| 1.19 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 72.64% |
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| Expense | MPBLX | Category
Avg | | Total Expense Ratio: | 0.58%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$192 | $623 | | 5 Yr Expense Projection*: |
$335 | $941 | | 10 Yr Expense Projection*: |
$750 | $1,840 |
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