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BNY Mellon Small Cap Gr I (SSETX)

36.42 +0.21 (+0.58%)
At close: 6:46 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap U.S. companies. The adviser currently considers small-cap companies to be those companies with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2000® Growth Index, the fund's benchmark index. The fund's investment strategy may lead it to emphasize certain sectors, such as information technology, communication services, health care, consumer discretionary and industrials.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 71.25%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 9

Performance & Risk

YTD Return 2.78%
5y Average Return 8.09%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SSETXCategory AverageSSETXCategory AverageSSETXCategory Average
Alpha -15.42 -0.02 -6.7 0.01 -2.66 -0.02
BETA 1.06 0.01 1.1 0.01 1.14 0.01
Mean Annual Return -0.35 0.02 0.93 0.02 1.01 0.01
R-squared 70.74 0.78 66.4 0.73 66.12 0.73
Standard Deviation 22.43 0.26 24.54 0.21 21.44 0.19
Sharpe Ratio -0.34 0.01 0.36 0.01 0.49 0.01
Treynor Ratio -9.24 0.15 5.66 0.17 7.68 0.11

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