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BNY Mellon Small Cap Gr Y (SSYGX)

36.33 +0.01 (+0.03%)
At close: 8:05 AM 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.

BNY Mellon Small Cap Gr Y

New York, NY 10166
200 Park Avenue
1-800-645-6561

Fund Overview

Category Small Growth
Fund Family BNY Mellon
Net Assets 10.92M
YTD Return 2.07%
Yield 0.00%
Morningstar Rating
Inception Date Dec 23, 1996

Fund Operations

Last Dividend --
Last Cap Gain -15.00
Holdings Turnover 65.43%
Average for Category --

Fees & Expenses

Expense SSYGX Category Average
Annual Report Expense Ratio (net) 1.00% 1.21%
Prospectus Net Expense Ratio 1.00% --
Prospectus Gross Expense Ratio 1.83% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Miki is a member of Newton’s equity opportunities team. In her current role, she is a portfolio manager on the growth funds. Miki joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Miki was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, she was a research analyst with a focus on healthcare. Over her 14 years at the firm, she covered the consumer staples, consumer discretionary and healthcare sectors across EM, EAFE and the US. Prior to joining BNY Mellon, Miki worked at Leerink Swann & Co., a healthcare investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical-device companies on strategic growth opportunities.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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