BNY Mellon Mid Cap Stock Inv
TBD
Map
Phone: 800-645-6561
| Category: | Mid-Cap Growth | | Fund Family: | BNY Mellon Funds | | Net Assets: | 28.52M | | Year-to-Date Return: | -9.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Jul-01 |
|
James Wadsworth
Lead Manager since
30-Dec-04 | | | Wadsworth is chief equity officer with Mellon Bank Corp., his employer since 1977. Previously with Mellon Bank Corp., he served as equity security analyst, investment officer, assistant vice president, vice president, and director of investment research. Wadsworth holds the Chartered Financial Analysts designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks of mid-cap domestic companies. The fund may purchase securities of companies in initial public offerings or shortly thereafter. It invests in growth and value stocks, which are chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management. The funds investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics generally similar to those of the S&P Midcap 400 index. |
| Last Dividend
(7-Dec-06):
| 0.04 | | Last Cap Gain
(6-Dec-07):
| 2.54 | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 117.59% |
|
| Expense | MIMSX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$365 | $701 | | 5 Yr Expense Projection*: |
$633 | $1,080 | | 10 Yr Expense Projection*: |
$1,398 | $2,122 |
|
|
5.11% Nasdaq 0.00%
Profile
