DBOZX Mutual Fund

DBOZX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class Z) is managed by BNY Mellon Investment Management with $29.4M in net assets. DBOZX expense ratio is 0.97%, holding 449 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2004-12-17.

DBOZX performance shows a YTD return of 7.36%. The 1-year return is 12.28% and the 5-year return is 6.65%. DBOZX dividend yield stands at 9.14%, paid annually.

DBOZX top holdings include Nvidia Corp (4.3%), Apple, Inc (2.4%), Amazon.Com Inc (2.4%), Microsoft Corp (2.4%), Us Treas Bds 4.75% 11/15/43 (2.4%). 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.