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Morningstar

BNY Mellon High Yield Municipal Bond - Z DHMBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.94  /  0.08 %
  • Total Assets 261.8 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.730%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Muni
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 3.69%
  • Effective Duration —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis DHMBX

Will DHMBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHMBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DHMBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DHMBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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BNY Mellon High Yield Municipal Bond - Z's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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