BNY Mellon Small/Mid Cap Inv
Bny Mellon Fds Trust200 Park AvenueNew York NY 10166
Map
Phone: 800-645-6561
| Category: | Small Growth | | Fund Family: | BNY Mellon Funds | | Net Assets: | 470.70M | | Year-to-Date Return: | 7.93% | | Yield: | 1.26% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 29, 2009 |
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John J. Truschel
Lead Manager since Aug 19, 2012 | | | John is the Global Head of Investment Strategy. In this position he oversees the combined work of product development, portfolio strategy and portfolio engineering and works with our clients and investment teams to build market-responsive investment solutions tailored to meet our clientsâ investment needs. Previously he served as Chief Investment Officer for The Boston Company and has been with the firm for eight years.
John joined The Boston Company from Standish Mellon Asset Management in 2003 when the entire Standish Equity Team was merged with The Boston Company. At Standish, John served as the Portfolio Manager for the firmâs balanced accounts. He chaired the Standish Asset Allocation Committee and consulted with each client on their particular risk tolerance, time horizon and cash flow needs to determine the best policy mix for each account. He was then responsible for managing the accounts within those policy guidelines and for reporting results to the clients.
Before joining Standish, John served as a senior analyst with The Tower Group where he covered technology products used by investment management firms. Prior to that, John was a product manager at Fidelity Investments where his duties included developing and marketing asset allocation products using Fidelity and non-Fidelity funds for the intermediary marketplace. John began his career in 1985 with Federated Investors where he served in various client service and product development roles.
John received his MBA with a concentration in Finance, from the University of Pittsburghâs Katz Graduate School of Business. He holds a BA in History and Religion from Westminster College. John is a Chartered Financial Analyst charter holder and a member of the Boston Security Analysts Society. |
| 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: | N/A |
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| 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 small cap and mid cap companies. It invests primarily in equity securities of U.S. issuers, but may invest up to 15% of its assets in the equity securities of foreign issuers, including those in emerging market countries. The fund invests in growth and value stocks, which are chosen through a disciplined investment process that combines quantitative modeling techniques, fundamental analysis and risk management. |
| Last Dividend
(Dec 12, 2010)
:
| 0.05 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 149.30% | | Average for Category: | 68.79% |
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| Expense | MMCIX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.17% | 1.43% | | Prospectus Net Expense Ratio: | 1.17% | N/A | | Prospectus Gross Expense Ratio: | 1.17% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 372 | 611 | | 5 Yr Expense Projection*: | 644 | 984 | | 10 Yr Expense Projection*: | 1,420 | 2,017 |
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0.29%