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Morningstar

BNY Mellon Small Cap Multi-Strategy Inv MISCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 19.75  /  +1.39 %
  • Total Assets 333.5 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield —
  • Turnover 57%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MISCX

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

  • People Pillar

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

BNY Mellon Small Cap Multi-Strategy Inv’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MISCX

More MISCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fluor Corp

2.07 6.6 Mil
Industrials

Dreyfus Instl Preferred Gov Plus MMkt

1.97 6.3 Mil
Cash and Equivalents

Insmed Inc

1.57 5.0 Mil
Healthcare

JFrog Ltd Ordinary Shares

1.55 4.9 Mil
Technology

Ollie's Bargain Outlet Holdings Inc

1.40 4.5 Mil
Consumer Defensive

Construction Partners Inc Class A

1.33 4.2 Mil
Industrials

PBF Energy Inc Class A

1.32 4.2 Mil
Energy

Alamos Gold Inc Class A

1.31 4.2 Mil
Basic Materials

Essent Group Ltd

1.31 4.2 Mil
Financial Services

TransMedics Group Inc

1.27 4.0 Mil
Healthcare