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    BNY Mellon Asset Allocation Inv (MIBLX)

    12.23 Down 0.05(0.41%) Dec 16
    Prev Close:12.23
    YTD Return*:6.48%
    Net Assets*:500.41M
    Yield*:1.71%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MIBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BNY Mellon Focused Equity Opp M8.53N/A
    BNY Mellon Mid Cap Multi-Strategy M6.47N/A
    BNY Mellon Emerging Markets M5.49N/A
    BNY Mellon Intermediate Bond M4.71N/A
    BNY Mellon International M4.67N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:500.41M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.52%

    Performance & Risk

    YTD Return:6.48%
    5y Avg Return:8.21%
    Rank in Category (ytd):57
    % Rank in Category (ytd):6.54%
    Beta (3y):1.12
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of principal in conjunction with current income. The fund invests the portion of the fund's assets allocated to the large cap equities asset class by normally investing directly in the equity securities of large-cap companies, or in underlying funds that generally focus on stocks of large-capitalization companies. It invests directly in large cap equity securities. The fund invests directly in large cap equity securities generally attempts to have a neutral exposure to sectors, industries and capitalizations relative to the Standard & Poor's® 500 Composite Stock Price Index. View More
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