THPBX Mutual Fund

THPBX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class J) is managed by BNY Mellon Investment Management with $12.3M in net assets. THPBX expense ratio is 0.90%, holding 449 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1987-03-16.

THPBX performance shows a YTD return of 6.21%. The 1-year return is 9.43% and the 5-year return is 6.73%. THPBX dividend yield stands at 1.46%.

THPBX 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 THPBX holdings, THPBX sectors, or THPBX dividends.

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