Dreyfus Balanced Opportunity Z 144 Glenn Curtiss Blvd Uniondale, NY 11556-0144 Map
Phone: 800-645-6561
| Category: | Moderate Allocation | | Fund Family: | Dreyfus | | Net Assets: | 47.56M | | Year-to-Date Return: | 20.75% | | Yield: | 2.81% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Dec-04 |
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Keith Stransky
Lead Manager since
31-Mar-07 | | | Stransky is the chief investment officer and a senior portfolio manager for EACM Advisors LLC, an affiliate of Dreyfus, where he has been employed since 1983. Previously, he was a technical director with Hamilton & Johnston & Company. Stransky holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $750 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks high total return through a combination of capital appreciation and current income. The fund invests in a diversified mix of stocks and fixed-income securities. It varies the mix of stocks and bonds from time to time, but normally the fund allocates between 25% and 50% of assets to fixed-income securities. |
| Last Dividend
(31-Dec-08):
| 0.42 | | Last Cap Gain
(31-Dec-07):
| 3.14 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | DBOZX | Category Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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