BNY Mellon US Core Equity 130/30 M
Bny Mellon Fds Trust 200 Park Avenue New York NY 10166
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Phone: 800-645-6561
| Category: | Large Blend | | Fund Family: | Mellon Funds | | Net Assets: | 87.54M | | Year-to-Date Return: | 23.33% | | Yield: | 1.17% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Aug-07 |
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Jeffrey D. McGrew
Lead Manager since
01-Aug-07 | | | McGrew is an equity analyst for US Large Cap Core, US Large Cap Growth, and Market Neutral strategies. He has been employed by TBCAM since 2002 and by Dreyfus since April 2006. Prior to joining The Boston Company, he was an equity analyst at Fidelity Investments where he conducted research on the technology, financial, and telecommunications sectors. Previous to that, he was worked at Key Asset Management. McGrew holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It focuses on growth and value stocks of large cap companies. Although the fund typically invests in seasoned issuers, it may purchase securities of companies in initial public offerings (IPOs) or shortly thereafter. |
| Last Dividend
(18-Dec-08):
| 0.11 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 138.97% | | Average for Category:
| 78.74% |
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| Expense | MUCMX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.20% Nasdaq 
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