MIMSX - BNY Mellon Mid Cap Multi-Strategy Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

BNY Mellon Mid Cap Multi-Strategy Inv

Bny Mellon Fds Trust200 Park AvenueNew York NY 10166
Management Information
David A. Daglio,Lead Manager since August 19, 2012
David joined The Boston Company in 1998, is a senior managing director and head of the Opportunistic Value strategies. He is also a member of The Boston Company’s board of managers as well as the firm's Investment and Management committees. He joined The Boston Company as an equity analyst on the Opportunistic Value team, was named a portfolio manager in 2003 and became lead portfolio manager in 2005. Before his tenure at The Boston Company, he served as a senior consultant with Deloitte & Touche Consulting Group, and he also worked at The Dannon Co.
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

CategoryMid-Cap Growth
Fund FamilyBNY Mellon Funds
Net Assets2.96B
YTD Return12.43%
Morningstar Rating★★★
Inception DateJul 10, 2001

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover74.68%
Average for CategoryN/A

Fees & Expenses

ExpenseMIMSXCategory Average
Annual Report Expense Ratio (net)1.15%1.21%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.30%
Max Deferred Sales LoadN/A1.65%
3 Yr Expense Projection365N/A
5 Yr Expense Projection633N/A
10 Yr Expense Projection1,398N/A