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Morningstar

BNY Mellon Income Stock M MPISX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 7.62  /  0.75 %
  • Total Assets 331.5 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.72%
  • Turnover 83%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MPISX

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

People Pillar

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

Strength in BNY Mellon Income Stock M's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MPISX

More MPISX Holdings
  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
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