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BNY Mellon Asset Allocation M (MPBLX)

12.82 -0.01 (-0.08%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Fidelity Advisor 401(k) I Shares
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The advisor currently intends to allocate its assets, directly and/or through investment in the underlying funds, to gain investment exposure to the following asset classes: Large Cap Equities, Small Cap and Mid Cap Equities, Developed International and Global Equities, Emerging Markets Equities, Investment Grade Bonds, High Yield Bonds, Emerging Markets Debt, Diversifying Strategies and Money Market Instruments. The fund may invest in both individual securities and other investment companies.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family BNY Mellon Funds
Net Assets 448.07M
YTD Return 6.07%
Yield 1.60%
Morningstar Rating
Inception Date Jul 11, 2001

Performance & Risk

YTD Return 2.87%
5y Average Return 7.24%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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