Advertisement
Skip to Content
Morningstar

BNY Mellon Natl Interm Muni Bd Inv MINMX

Morningstar Analyst Rating
Quantitative rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 12.98  /  0.15 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.97%
  • Effective Duration 4.45 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis MINMX

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

People Pillar

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

Summary

|

BNY Mellon Natl Interm Muni Bd 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-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor