Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
BNY Mellon Mutual Funds
View all of BNY Mellon’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
BNY Mellon Mutual Funds List
1 to 25 of 208 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| BNY Mellon Dynamic Value Fund Class A | DAGVX | Large Value | 16.16% | 24 | 0.930% | Below Average | Front Load | $1,000 | ||
| BNY Mellon Developed Markets Real Estate Securities Fund - Class Y | DRLYX | Global Real Estate | 3.52% | 15 | 1.050% | Above Average | Institutional | $1M | ||
| BNY Mellon Equity Income Fund Class A | DQIAX | Large Value | 15.52% | 27 | 1.020% | Average | Front Load | $1,000 | ||
| BNY Mellon Dynamic Value Fund Class Y | DRGYX | Large Value | 16.43% | 22 | 0.630% | Below Average | Institutional | $1M | ||
| BNY Mellon Equity Income Fund Class C | DQICX | Large Value | 14.82% | 32 | 1.780% | Above Average | Level Load | $1,000 | ||
| BNY Mellon Developed Markets Real Estate Securities Fund - Class I | DRLIX | Global Real Estate | 3.40% | 20 | 1.050% | Above Average | Institutional | $1,000 | ||
| BNY Mellon Equity Income Fund Class I | DQIRX | Large Value | 15.71% | 26 | 0.780% | Above Average | Institutional | $1,000 | ||
| BNY Mellon Equity Income Fund Class Y | DQIYX | Large Value | 15.72% | 26 | 0.750% | Above Average | Institutional | $1M | ||
| BNY Mellon Dynamic Value Fund Class I | DRGVX | Large Value | 16.38% | 22 | 0.680% | Average | Institutional | $1,000 | ||
| BNY Mellon Worldwide Growth Fund Class I | DPWRX | Global Large-Stock Growth | 5.84% | 51 | 0.910% | Average | Institutional | $1,000 | ||
| BNY Mellon New York AMT-Free Municipal Bond Fund Class I | DNYIX | Muni New York Intermediate | — | −2.77% | 47 | 0.540% | Above Average | Institutional | $1,000 | |
| BNY Mellon Floating Rate Income Fund - Class Y | DFLYX | Bank Loan | — | 3.19% | 28 | 0.740% | Average | Institutional | $1M | |
| BNY Mellon Opportunistic Municipal Securities Fund Class I | DMBVX | Muni National Long | — | −2.46% | 9 | 0.490% | Below Average | Institutional | $1,000 | |
| BNY Mellon Core Plus Fund Class Y | DCPYX | Intermediate Core-Plus Bond | −2.75% | 54 | 0.400% | Below Average | Institutional | $1M | ||
| BNY Mellon S&P 500 Index Fund | PEOPX | Large Blend | 12.55% | 44 | 0.500% | Below Average | No Load | $2,500 | ||
| BNY Mellon Institutional S&P 500 Stock Index Fund Class I | DSPIX | Large Blend | 12.81% | 37 | 0.210% | Low | Institutional | $1,000 | ||
| BNY Mellon Global Fixed Income Fund - Class Y | DSDYX | Global Bond-USD Hedged | −1.83% | 74 | 0.490% | Below Average | Institutional | $1M | ||
| BNY Mellon Developed Markets Real Estate Securities Fund - Class A | DRLAX | Global Real Estate | 3.33% | 24 | 1.300% | Average | Front Load | $1,000 | ||
| BNY Mellon AMT-Free Municipal Bond Fund - Class Y | DMUYX | Muni National Interm | — | −2.69% | 36 | 0.400% | Below Average | Institutional | $1M | |
| BNY Mellon Asset Allocation Fund Class M | MPBLX | Moderate Allocation | 7.27% | 24 | 0.870% | Above Average | No Load | $10,000 | ||
| BNY Mellon Natural Resources Fund Class C | DLDCX | Natural Resources | 22.13% | 10 | 1.870% | Below Average | Level Load | $1,000 | ||
| BNY Mellon Active MidCap Fund - Class Y | DNLYX | Mid-Cap Blend | 12.95% | 29 | 0.750% | Below Average | Institutional | $1M | ||
| BNY Mellon Active MidCap Fund - Class I | DNLRX | Mid-Cap Blend | 12.95% | 29 | 0.750% | Below Average | Institutional | $1,000 | ||
| BNY Mellon Dynamic Value Fund Class C | DCGVX | Large Value | 15.52% | 27 | 1.680% | Average | Level Load | $1,000 | ||
| BNY Mellon Natural Resources Fund Class Y | DLDYX | Natural Resources | 23.10% | 6 | 0.800% | Below Average | Institutional | $1M |
BNY Mellon Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States