DISIX Mutual Fund

DISIX Mutual Fund (BNY Mellon Smallcap Stock Index Fund Class I) is managed by BNY Mellon Investment Management with $97.4M in net assets. DISIX expense ratio is 0.25%, holding 616 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2016-08-31.

DISIX performance shows a YTD return of 20.71%. The 1-year return is 23.89% and the 5-year return is 4.16%. DISIX dividend yield stands at 13.11%, paid annually.

DISIX top holdings include IShares Core S&P Small Cap ETF (0.9%), Corcept Therapeutics Incorporated (0.6%), Viasat Inc (0.6%), Glaukos Corp. (0.5%), Match Group Inc (0.5%). Go to all DISIX holdings, DISIX sectors, or DISIX dividends.

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