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 436 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1987-03-16.

THPBX performance shows a YTD return of 6.09%. The 1-year return is 12.94% and the 5-year return is 6.88%. THPBX dividend yield stands at 9.12%, paid annually.

THPBX top holdings include Nvidia Corp. (4.3%), Apple, Inc (2.4%), Amazon.Com Inc (2.4%), Microsoft Corp 4.100 Feb 06 37 (2.4%), Us Treas Bds 4.75% 11/15/43 (2.4%). 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.