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BNY Mellon Balanced Opportunity C (DBOCX)

23.67 +0.16 (+0.68%)
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  • Previous Close 23.51
  • YTD Return 5.47%
  • Expense Ratio 0.90%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 282.44M
  • Beta (5Y Monthly) 1.05
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 71.50%
  • Last Dividend 0.12
  • Inception Date Dec 17, 2004

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

282.44M

Net Assets

2004-12-17

Inception Date

More about BNY Mellon Balanced Opportunity C

Performance Overview: DBOCX

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Trailing returns as of 6/11/2024. Category is Allocation--50% to 70% Equity.

YTD Return

DBOCX
5.47%
Category
9.69%
 

1-Year Return

DBOCX
14.88%
Category
27.06%
 

3-Year Return

DBOCX
2.96%
Category
11.00%
 

5-Year Return

DBOCX
7.44%
Category
10.26%
 

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Holdings: DBOCX

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Top 7 Holdings (16.73% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 3.39%
AMZN
Amazon.com, Inc. 2.87%
MSFT
Microsoft Corporation 2.86%
GOOG
Alphabet Inc. 2.76%
AAPL
Apple Inc. 2.51%
JPM
JPMorgan Chase & Co. 1.18%
EQT
EQT Corporation 1.14%

Sector Weightings

SectorDBOCX
Technology   26.46%
Healthcare   16.97%
Financial Services   13.42%
Industrials   11.48%
Communication Services   8.78%
Consumer Cyclical   8.67%
Energy   6.43%
Basic Materials   3.04%
Consumer Defensive   2.17%
Real Estate   1.53%
Utilities   1.04%
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Recent News: DBOCX

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Research Reports: DBOCX

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