Skip to Content

BNY Mellon Mid Cap Multi-Strategy Inv MIMSX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 16.04  /  +0.44 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 26%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 12:18 AM GMT+0

Morningstar’s Analysis MIMSX

Will MIMSX outperform in future?

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

BNY Mellon Mid Cap Multi-Strategy Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIMSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CoStar Group Inc

1.36 18.9 Mil
Real Estate

Amphenol Corp Class A

1.23 17.1 Mil
Technology

Ansys Inc

1.02 14.1 Mil
Technology

HubSpot Inc

1.00 13.8 Mil
Technology

Lululemon Athletica Inc

0.99 13.7 Mil
Consumer Cyclical

Expedia Group Inc

0.96 13.3 Mil
Consumer Cyclical

Axon Enterprise Inc

0.96 13.3 Mil
Industrials

SPDR® S&P MIDCAP 400 ETF Trust

0.89 12.3 Mil

Ross Stores Inc

0.88 12.3 Mil
Consumer Cyclical

Roper Technologies Inc

0.82 11.4 Mil
Technology