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Morningstar

BNY Mellon Sm Cp Val I STSVX

Morningstar Analyst Rating
Quantitative rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 21.12  /  0.89 %
  • Total Assets 190.5 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 49%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis STSVX

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

People Pillar

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

Summary

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BNY Mellon Sm Cp Val I's Average People Pillar and Process 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. The strategy changed its peer group in November, moving from the Small Blend category to the Small Value Morningstar Category.

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