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BNY Mellon Intl Appreciation Inv (MARIX)

13.63 Down 0.05(0.37%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
BNY Mellon Intl Appreciation Inv
90 Park Ave.New York NY 10016
Map
Phone: 888-281-7350
Fund Overview 
Category:Foreign Large Blend
Fund Family:BNY Mellon Funds
Net Assets:116.52M
Year-to-Date Return:1.25%
Yield:1.81%
Morningstar Rating:2 stars
Fund Inception Date:May 1, 1997
Morningstar Style Box 
Foreign Large Blend
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Management Information 
Thomas J. Durante
Lead Manager since Jul 20, 2009
Thomas J. Durante, CFA, is a Director, Senior Portfolio Manager, Equity. Mr. Durante has been with Mellon Capital since January, 2000 and a portfolio manager of the WTAM. Mr. Thomas J. Durante is a Director, Senior Portfolio Manager, Equity, with nine years at Mellon Capital. Mr. Durante heads a team of portfolio managers covering domestic and international indexed portfolios. He is also responsible for the refinement and implementation of the equity portfolio management process. Prior to joining Mellon Capital, he worked in the fund accounting department for Dreyfus. Mr. Durante attained the Chartered Financial Analyst designation. He graduated with a BA from Fairfield University.
Investment Information 
Min Initial Investment:10,000
Min Initial Investment, IRA:10,000
Min Initial Investment, AIP:10,000
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
MARIX can be purchased from 52 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It fund invests primarily in equity securities of non-U.S. issuers. The fund invests primarily in Depositary Receipts (DRs) representing the local shares of non-U.S. companies, in particular, American Depositary Receipts (ADRs). Its country allocation is expected to be within 5% of that of the MSCI EAFE Index, and, under normal circumstances, the fund will invest in at least 10 different countries.

Fund Operations 
Last Dividend (Dec 17, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 18, 2014) : 1.24%
Average for Category:41.84%
Fees & Expenses 
ExpenseMARIXCategory Avg
Annual Report Expense Ratio (net):1.08%1.20%
Prospectus Net Expense Ratio:1.08%N/A
Prospectus Gross Expense Ratio:1.08%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.29%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:343587
5 Yr Expense Projection*:595948
10 Yr Expense Projection*:1,3171,926
* Per $10,000 invested