BNY Mellon Mid Cap Stock Prem
Bny Mellon Fds Trust200 Park AvenueNew York NY 10166
Map
Phone: 800-554-4611
| Category: | Mid-Cap Growth | | Fund Family: | BNY Mellon Funds | | Net Assets: | 1.31B | | Year-to-Date Return: | 10.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 5, 2002 |
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Stephen A. Mozur
Lead Manager since Dec 29, 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. |
| 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 assets in stocks of mid-cap domestic companies. It invests in growth and value stocks, which are chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management. The fund's investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics generally similar to those of the S&P Midcap 400. |
| Last Dividend
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| 0.00 | | Last Cap Gain
(Dec 7, 2011)
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| 0.00 | | Annual Holdings Turnover
(Mar 12, 2012)
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| 132.20% | | Average for Category: | 71.72% |
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| Expense | MMSPX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.90% | 1.35% | | Prospectus Net Expense Ratio: | 1.90% | N/A | | Prospectus Gross Expense Ratio: | 1.90% | N/A | | Max 12b1 Fee: | 0.75% | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| 4.00% | 2.44% | | 3 Yr Expense Projection*: | 897 | 569 | | 5 Yr Expense Projection*: | 1,226 | 907 | | 10 Yr Expense Projection*: | 1,848 | 1,845 |
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0.23(2.09%) Mar 13