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BNY Mellon Income Stock M (MPISX)

7.62 +0.01 (+0.13%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. The adviser focuses on dividend-paying stocks and other investments and investment techniques that provide income. The adviser emphasizes those stocks with value characteristics, although The adviser may also purchase growth stocks. It may invest in the stocks of companies of any market capitalization, although it focuses on large-cap companies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.24%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 5

Performance & Risk

YTD Return 5.58%
5y Average Return 11.55%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MPISXCategory AverageMPISXCategory AverageMPISXCategory Average
Alpha 3.62 -0.06 -0.59 -0.05 -1.36 -0.03
BETA 0.73 0.01 0.95 0.01 0.96 0.01
Mean Annual Return 1.12 0.01 1.21 0.01 0.96 0.01
R-squared 69.22 0.88 75.97 0.87 80.03 0.88
Standard Deviation 15.32 0.2 20.04 0.16 16.18 0.15
Sharpe Ratio 0.69 0.01 0.62 0.01 0.62 0.01
Treynor Ratio 13.88 0.11 11.62 0.11 9.61 0.1

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