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BNY Mellon Income Stock I (BMIIX)

6.21
-0.07
(-1.11%)
At close: 8:00:07 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
7.5
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Comerica Bank
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 3.3.25
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Securities America Advisors
  • WFA Fdntl Choice/PIM Updated 8.1.23
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. The adviser focuses on dividend-paying stocks and other investments and investment techniques that provide income. The adviser emphasizes those stocks with value characteristics, although The adviser may also purchase growth stocks. It may invest in the stocks of companies of any market capitalization, although it focuses on large-cap companies.

Fund Overview

Category Large Value
Fund Family BNY Mellon Funds
Net Assets 174.57M
YTD Return 3.03%
Yield 1.60%
Morningstar Rating
Inception Date May 31, 2016

Performance & Risk

YTD Return -7.30%
5y Average Return 18.00%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

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