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BNY Mellon Balanced Opportunity A DBOAX

Quantitative rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 21.54  /  0.98 %
  • Total Assets 279.8 Mil
  • Adj. Expense Ratio
    1.150%
  • 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?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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