BOSYX Mutual Fund

BOSYX Mutual Fund (BNY Mellon Small Cap Value Fund Class Y) is managed by BNY Mellon Investment Management with $13.3M in net assets. BOSYX expense ratio is 1.04%, holding 113 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2016-08-01.

BOSYX performance shows a YTD return of 19.27%. The 1-year return is 26.22% and the 5-year return is 5.94%. BOSYX dividend yield stands at 31.15%, paid annually.

BOSYX top holdings include Dreyfus Institutional Preferred Government Plus Money Market Fund (2.2%), California Resources Corp Common Stock (2.0%), Crescent Energ-A (1.9%), Viavi Solutions Inc (1.7%), Marex Group Plc (1.6%). 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.