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Morningstar

BNY Mellon Mid Cap Multi-Strategy M MPMCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 16.66  /  +0.18 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 26%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:49 PM GMT+0

Morningstar’s Analysis MPMCX

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

  • People Pillar

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

BNY Mellon Mid Cap Multi-Strategy M's Average Process Pillar and People Pillar ratings result in 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 MPMCX

More MPMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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Cash and Equivalents

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Industrials

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Consumer Cyclical

DexCom Inc

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Healthcare

Gartner Inc

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Technology

Roper Technologies Inc

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Technology