Advertisement
Skip to Content
Morningstar

BNY Mellon Balanced Opportunity J THPBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.11  /  0.76 %
  • Total Assets 275.5 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Limited
  • TTM Yield 1.37%
  • Turnover 80%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis THPBX

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

People Pillar

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

Summary

|

BNY Mellon Balanced Opportunity J's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor