Nasdaq - Delayed Quote USD

BNY Mellon Mid Cap Multi-Strategy M (MPMCX)

16.66 +0.03 (+0.18%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.48%
5y Average Return 9.50%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Apr 23, 2024) 36.34%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 36.34%
Worst 3Y Total Return 4.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MPMCX
Category
YTD
8.34%
10.80%
1-Month
4.00%
4.43%
3-Month
8.34%
7.00%
1-Year
22.50%
48.17%
3-Year
5.05%
21.26%
5-Year
11.24%
20.18%
10-Year
9.64%
14.07%
Last Bull Market
41.60%
27.14%
Last Bear Market
-17.98%
-21.26%

Annual Total Return (%) History

Year
MPMCX
Category
2024
--
--
2023
17.92%
--
2022
-18.44%
--
2021
19.21%
--
2020
22.87%
39.26%
2019
30.76%
32.52%
2018
-9.06%
-6.65%
2017
18.68%
23.91%

2016
11.62%
6.03%
2015
-2.69%
-0.95%
2014
10.10%
7.00%
2013
36.34%
34.93%
2012
13.16%
14.07%
2011
-8.85%
-3.96%
2010
28.44%
24.61%
2009
32.08%
39.11%
2008
-40.28%
-43.77%
2007
14.60%
15.09%
2006
10.95%
9.00%
2005
15.25%
9.84%
2004
17.26%
13.23%
2003
32.27%
35.96%
2002
-19.19%
-27.24%
2001
-1.88%
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.34% -- -- --
2023 4.29% 5.20% -4.31% 12.32%
2022 -6.43% -17.98% -3.15% 9.72%
2021 7.13% 7.37% -1.00% 4.68%
2020 -24.36% 26.08% 7.66% 19.67%
2019 17.16% 3.94% -0.28% 7.68%
2018 1.73% 3.18% 5.39% -17.79%
2017 5.50% 2.67% 3.99% 5.37%
2016 0.65% 2.64% 4.17% 3.72%
2015 3.40% -0.45% -8.61% 3.45%

2014 2.62% 2.89% -1.83% 6.22%
2013 12.23% 2.23% 8.64% 9.38%
2012 12.51% -6.59% 4.59% 2.95%
2011 8.16% 0.23% -24.47% 11.32%
2010 9.96% -13.06% 14.58% 17.25%
2009 -6.21% 13.93% 17.89% 4.85%
2008 -10.86% 6.01% -15.89% -24.86%
2007 6.41% 7.33% 0.41% -0.06%
2006 10.70% -3.83% -1.92% 6.26%
2005 -1.26% 5.64% 7.76% 2.53%
2004 5.15% 0.39% -1.55% 12.84%
2003 -4.20% 15.75% 5.34% 13.23%
2002 2.26% -8.06% -15.97% 2.30%
2001 -10.20% 10.97% -15.43% 16.41%

Rank in Category (By Total Return)

YTD 60
1-Month 12
3-Month 60
1-Year 56
3-Year 18
5-Year 46

Load Adjusted Returns

1-Year 22.50%
3-Year 5.05%
5-Year 11.24%
10-Year 9.64%

Performance & Risk

YTD Return 3.48%
5y Average Return 9.50%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family BNY Mellon Funds
Net Assets 1.41B
YTD Return 8.34%
Yield 0.44%
Morningstar Rating
Inception Date Jul 11, 2001

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid cap companies. It normally allocates its assets among multiple investment strategies employed by the fund's investment adviser and affiliated and unaffiliated sub-advisers that invest primarily in equity securities issued by mid cap companies. The fund may invest up to 15% of its net assets in the equity securities of foreign issuers.

Related Tickers