BNY Mellon Small Cap Multi-Strategy Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
BNY Mellon Small Cap Multi-Strategy Fund Class Investor MISCX
- NAV / 1-Day Return 15.39 / +0.92 %
- Total Assets 127.2M
-
Adj. Expense Ratio
1.340%
- Expense Ratio 1.340%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.25%
- Turnover 75%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MISCX
Will MISCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
The Baldwin Insurance Group Inc Class A | 2.53 | 3M | Financial Services |
Alignment Healthcare Inc | 2.27 | 3M | Healthcare |
MYR Group Inc | 1.92 | 3M | Industrials |
Privia Health Group Inc | 1.84 | 2M | Healthcare |
Construction Partners Inc Class A | 1.78 | 2M | Industrials |
Herc Holdings Inc | 1.73 | 2M | Industrials |
Kulicke & Soffa Industries Inc | 1.69 | 2M | Technology |
BNY Dreyfus Instl Pref Gov Plus MMkt | 1.69 | 2M | Cash and Equivalents |
SiTime Corp Ordinary Shares | 1.65 | 2M | Technology |
Regal Rexnord Corp | 1.61 | 2M | Industrials |
United States