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BNY Mellon Global Real Return Fund (DRRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.07+0.11 (+0.69%)
At close: 08:00PM EDT

BNY Mellon Global Real Return Fund

Advantage Funds, Inc.

200 Park Avenue

New York, NY 10166

Management Information
Aron Pataki,Lead Manager since December 13, 2015
Aron Pataki is a global portfolio manager and risk strategist for the real return portfolios, with a particular focus on the use of derivatives and hedging. He is also the lead manager on the Euro real return strategy. Aron joined Newton in 2006 as a member of the portfolio analytics team, where he was responsible for risk analysis and portfolio construction across Newton’s institutional and retail portfolios. Previously, he worked as a quantitative analyst at Lacima Group.
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

CategoryTactical Allocation
Fund FamilyBNY Mellon
Net Assets3.78B
YTD Return-7.40%
Morningstar RatingN/A1
Inception DateMay 11, 2010

Fund Operations

Last Dividend0.23
Last Cap Gain0.00
Holdings Turnover91.18%
Average for CategoryN/A

Fees & Expenses

ExpenseDRRIXCategory Average
Annual Report Expense Ratio (net)0.00%1.29%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A