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BNY Mellon US Opportunities Fund Institutional Shares 2 Accumulation (0P000024VB.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
343.73+1.44 (+0.42%)
At close: 08:00PM GMT
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BNY Mellon US Opportunities Fund Institutional Shares 2 Accumulation

160 Queen Victoria Street

The Bank of New York Mellon Centre

BNY Mellon Fund Managers Limited

Management Information
John R Porter,Lead Manager since March 29, 2019
John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was chief investment officer at Mellon Investments Incorporation. Earlier roles included head of equity, active equity chief investment officer, and senior portfolio manager at Mellon and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, John served as president and chair of the investment committee at Seaward Management. Before Seaward Management, John was the founder and chief investment officer of JP3 Capital Management LLC. Prior to JP3, he spent 15 years at Fidelity Investments in various portfolio manager and research roles. John has a BS and an MS in Aerospace Engineering from the University of Michigan and an MBA from the University of Chicago.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyBNY Mellon Fund Managers Limited
Net AssetsN/A
YTD Return4.26%
Yield0.93%
Morningstar Rating★★
Inception DateSep 24, 2012

Fund Operations

Last Dividend0.07
Last Cap GainN/A
Holdings Turnover183.00%
Average for CategoryN/A

Fees & Expenses

Expense0P000024VB.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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