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BNY Mellon Small Cap Multi-Strategy Inv MISCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 17.49  /  3.31 %
  • Total Assets 601.6 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 52%

Morningstar’s Analysis MISCX

Will MISCX outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

BNY Mellon Small Cap Multi-Strategy Inv's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist 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-highest quintile among peers.

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Portfolio Holdings MISCX

  • Current Portfolio Date
  • Equity Holdings 247
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Gov Plus MMkt

4.53
26,113,925
Cash and Equivalents
2.17
12,483,434
Consumer Defensive
1.71
9,823,530
Industrials
1.70
9,794,359
Basic Materials
1.58
9,077,246
Healthcare
1.55
8,910,027
Healthcare
1.51
8,679,771
Healthcare
1.24
7,162,903
Healthcare
1.15
6,596,307
Healthcare
1.13
6,486,613
Financial Services