DBORX Mutual Fund
DBORX Mutual Fund
DBORX Mutual Fund
BNY Mellon Balanced Opportunity Fund Class I
DBORX Mutual Fund Overview
DBORX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class I) is managed by BNY Mellon Investment Management with $14.2M in net assets. DBORX expense ratio is 0.90%, holding 436 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2004-01-30.
DBORX performance shows a YTD return of 6.06%. The 1-year return is 12.96% and the 5-year return is 6.36%. DBORX dividend yield stands at 9.31%, paid annually.
DBORX top holdings include Nvidia Corp. (4.5%), Amazon.Com Inc (3.0%), Apple, Inc (2.8%), Us Treas Bds 4.75% 11/15/43 (2.3%), Alphabet Inc. C (2.2%). Go to all DBORX holdings, DBORX sectors, or DBORX dividends.
DBORX can be compared against other funds. Use DBORX overlap to find shared positions, or DBORX vs another fund for a side-by-side view. DBORX alternatives are available via the screener, along with tax-loss harvesting opportunities.