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BNY Mellon Balanced Opportunity A (DBOAX)

22.27
+0.02
+(0.09%)
At close: 6:09:12 PM EDT
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  • Previous Close 22.25
  • YTD Return -2.23%
  • Expense Ratio 1.15%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 269.68M
  • Beta (5Y Monthly) 1.03
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 46.25%
  • Last Dividend 0.30
  • Inception Date Mar 16, 1987

To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. The managers select securities that, in the portfolio managers' judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies from time to time, but normally the fund allocates between 25% and 50% of its assets to fixed-income securities and between 75% to 50% of its assets to equities.

BNY Mellon

Fund Family

Allocation--50% to 70% Equity

Fund Category

269.68M

Net Assets

1987-03-16

Inception Date

Performance Overview: DBOAX

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Trailing returns as of 4/14/2025. Category is Allocation--50% to 70% Equity.

YTD Return

DBOAX
2.23%
Category
9.69%
 

1-Year Return

DBOAX
3.52%
Category
27.06%
 

3-Year Return

DBOAX
4.09%
Category
11.00%
 

5-Year Return

DBOAX
10.37%
Category
10.26%
 

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Holdings: DBOAX

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Sector Weightings

SectorDBOAX
Technology   26.36%
Healthcare   15.04%
Industrials   12.00%
Energy   5.02%
Utilities   1.91%
Real Estate   1.19%

Recent News: DBOAX

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Research Reports: DBOAX

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