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BNY Mellon Dynamic Total Return Fund Y AVGYX

Analyst rating as of
NAV / 1-Day Return
16.17  /  0.50 %
Total Assets
650.4 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Below Average
Longest Manager Tenure
10.18 years
Category
US Fund Multialternative
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.41%
Turnover
26%
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Morningstar’s Analysis

Will AVGYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Changes to the people and the process keeps expectations in check.

Analyst

Summary

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BNY Mellon Dynamic Total Return’s well-tenured managers apply a systematic approach to tactical asset allocation, but the team responsible for the model-driven process has seen turnover. Concerns with the team and frequent changes to the investment process keep the Morningstar Analyst Rating at Neutral.

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