BNY Mellon Balanced Opportunity A's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 21.54 / 0.98 %
- Total Assets 279.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.150%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.80%
- Turnover 68%
Morningstar’s Analysis DBOAX
Will DBOAX outperform in future?
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