DBORX Mutual Fund

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 435 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-30.

DBORX performance shows a YTD return of 6.14%. The 1-year return is 7.37% and the 5-year return is 6.28%. DBORX dividend yield stands at 1.48%, paid annually.

DBORX top holdings include Nvidia Corp (4.2%), Microsoft Corp (3.2%), Apple Inc (2.8%), Spdr S&p 500 ETF Trust (2.7%), Us Treas Bds 4.75% 11/15/43 (2.5%). 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.