BOSYX Mutual Fund

BOSYX Mutual Fund (BNY Mellon Small Cap Value Fund Class Y) is managed by BNY Mellon Investment Management with $12.4M in net assets. BOSYX expense ratio is 1.04%, holding 110 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2016-08-01.

BOSYX performance shows a YTD return of 13.84%. The 1-year return is 16.46% and the 5-year return is 5.84%. BOSYX dividend yield stands at 1.51%, paid annually.

BOSYX top holdings include Cactus Inc. (1.9%), United Community Banks Inc/Ga Common Stock USD1.0 (1.6%), Baldwin Insurance Group Inc/The (1.6%), Crescent Energ-A (1.6%), Southwest Gas Holdings Inc Common Stock Usd 1 (1.5%). Go to all BOSYX holdings, BOSYX sectors, or BOSYX dividends.

BOSYX can be compared against other funds. Use BOSYX overlap to find shared positions, or BOSYX vs another fund for a side-by-side view. BOSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.