Nasdaq - Delayed Quote USD
BNY Mellon Asset Allocation Inv (MIBLX)
12.86
-0.15
(-1.15%)
As of 8:06:39 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- Vanguard
- T. Rowe Price
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Schwab Institutional Only
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Ameritas NTFN
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- Investacorp NTF
- ING Financial Partners Inc.
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - 10.29.2021
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The advisor currently intends to allocate its assets, directly and/or through investment in the underlying funds, to gain investment exposure to the following asset classes: Large Cap Equities, Small Cap and Mid Cap Equities, Developed International and Global Equities, Emerging Markets Equities, Investment Grade Bonds, High Yield Bonds, Emerging Markets Debt, Diversifying Strategies and Money Market Instruments. The fund may invest in both individual securities and other investment companies.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | BNY Mellon Funds |
| Net Assets | 420.87M |
| YTD Return | -2.13% |
| Yield | 2.28% |
| Morningstar Rating | |
| Inception Date | Jul 11, 2001 |
Performance & Risk
| YTD Return | -5.73% |
| 5y Average Return | 9.12% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
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