DBOZX Mutual Fund
DBOZX Mutual Fund
DBOZX Mutual Fund
BNY Mellon Balanced Opportunity Fund Class Z
DBOZX Mutual Fund Overview
DBOZX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class Z) is managed by BNY Mellon Investment Management with $29.6M in net assets. DBOZX expense ratio is 0.97%, holding 449 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 9.32% and the 5-year return is 6.65%. DBOZX dividend yield stands at 1.41%.
DBOZX top holdings include Nvidia Corp (4.3%), Microsoft Corp (3.1%), Ishares Core U.s. Aggregate (2.8%), Apple, Inc (2.5%), Amazon.Com Inc (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.