DBOYX Mutual Fund

DBOYX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class Y) is managed by BNY Mellon Investment Management with $12,338.2 in net assets. DBOYX expense ratio is 0.90%, holding 435 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2016-09-30.

DBOYX performance shows a YTD return of 6.18%. The 1-year return is 7.35% and the 5-year return is 6.40%. DBOYX dividend yield stands at 1.46%, paid annually.

DBOYX 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 DBOYX holdings, DBOYX sectors, or DBOYX dividends.

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