Advertisement
Skip to Content
Morningstar

BNY Mellon Bond Inv MIBDX

Morningstar Analyst Rating
Quantitative rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 11.08  /  0.18 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 2.48%
  • Effective Duration 5.80 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MIBDX

Will MIBDX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIBDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MIBDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MIBDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

BNY Mellon Bond Inv's Average People Pillar and Process Pillar ratings hold this strategy's 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-highest quintile among peers.

Unlock our full analysis with Morningstar Investor