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Morningstar

BNY Mellon Asset Allocation M MPBLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.73  /  0.00
  • Total Assets 424.4 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.87%
  • Turnover 30%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MPBLX

Will MPBLX 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 MPBLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MPBLX 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 MPBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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BNY Mellon Asset Allocation M’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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