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    BNY Mellon Mid Cap Multi-Strategy Inv (MIMSX)

    14.65 Up 0.11(0.76%) Jan 29

    Profile as of Dec 30, 2014Get Profile for:
    BNY Mellon Mid Cap Multi-Strategy Inv
    Bny Mellon Fds Trust200 Park AvenueNew York NY 10166
    Phone: 888-281-7350
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:BNY Mellon Funds
    Net Assets:2.05B
    Year-to-Date Return:9.84%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 11, 2001
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Stephen A. Mozur
    Lead Manager since Dec 30, 2004
    Stephen A. Mozur, CFA, has been a portfolio manager of BNY Mellon Mid Cap Stock Fund since December 2004, and became the primary portfolio manager of BNY Mellon Mid Cap Stock Fund in March 2009. He also has been the primary portfolio manager of BNY Mellon Small Cap Stock Fund since March 2010. He has been a portfolio manager at Dreyfus since December 2004. Mr. Mozur is also a vice president of The Bank of New York Mellon, which he joined in 2002. Mozur was a vice president at The Glenmede Trust Company, his employer since February 1998. Prior to joining the firm, he was responsible for portfolio management and research at both Newbold's Asset Management and Pilgrim Baxter & Associates. Mozur is a Chartered Financial Analyst and a Certified Public Accountant. He is a member of Glenmede's Institutional Policy and Strategy Committee.
    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:100
    Min Subsequent Investment, AIP:100
    MIMSX can be purchased from 73 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid cap companies. It normally allocates its assets among multiple investment strategies employed by the fund's investment adviser and sub-investment advisers that invest primarily in equity securities issued by mid cap companies. The fund may invest up to 15% of its assets in the equity securities of foreign issuers, including those in emerging market countries.

    Fund Operations 
    Last Dividend (Dec 14, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 26, 2015) : 53.63%
    Average for Category:61.53%
    Fees & Expenses 
    ExpenseMIMSXCategory Avg
    Annual Report Expense Ratio (net):1.15%1.30%
    Prospectus Net Expense Ratio:1.15%N/A
    Prospectus Gross Expense Ratio:1.15%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.39%
    Max Deferred Sales Load: N/A2.19%
    3 Yr Expense Projection*:365554
    5 Yr Expense Projection*:633875
    10 Yr Expense Projection*:1,3981,787
    * Per $10,000 invested