DBOZX Mutual Fund

DBOZX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class Z) is managed by BNY Mellon Investment Management with $28.8M in net assets. DBOZX expense ratio is 0.97%, holding 435 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-12-17.

DBOZX performance shows a YTD return of 6.15%. The 1-year return is 7.31% and the 5-year return is 6.21%. DBOZX dividend yield stands at 1.41%, paid annually.

DBOZX 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 DBOZX holdings, DBOZX sectors, or DBOZX dividends.

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