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Morningstar

BNY Mellon Mid Cap Multi-Strategy Inv MIMSX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 16.08  /  +1.32 %
  • Total Assets 1.3 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 0.23%
  • Turnover 26%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MIMSX

Will MIMSX 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 MIMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIMSX 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 MIMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BNY Mellon Mid Cap Multi-Strategy Inv's Average People Pillar and Process 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.

by Morningstar Manager Research
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Portfolio Holdings MIMSX

More MIMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell Mid-Cap ETF

2.63 37.0 Mil
—

CoStar Group Inc

1.30 18.2 Mil
Real Estate

Amphenol Corp Class A

1.27 17.8 Mil
Technology

Dreyfus Instl Preferred Gov Plus MMkt

1.25 17.6 Mil
Cash and Equivalents

HubSpot Inc

0.93 13.1 Mil
Technology

Axon Enterprise Inc

0.92 13.0 Mil
Industrials

Ross Stores Inc

0.76 10.7 Mil
Consumer Cyclical

DexCom Inc

0.76 10.7 Mil
Healthcare

Gartner Inc

0.73 10.3 Mil
Technology

Roper Technologies Inc

0.72 10.1 Mil
Technology