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BNY Mellon Balanced Opportunity J THPBX

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%

Morningstar’s Analysis THPBX

Will THPBX outperform in future?

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

Summary

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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.

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