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Morningstar

BNY Mellon Small Cap Multi-Strategy M MPSSX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 19.49  /  +1.78 %
  • Total Assets 371.4 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.16%
  • Turnover 57%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:50 PM GMT+0

Morningstar’s Analysis MPSSX

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

  • People Pillar

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

BNY Mellon Small Cap Multi-Strategy M’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

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 MPSSX

More MPSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fluor Corp

2.08 10.5 Mil
Industrials

Dreyfus Instl Preferred Gov Plus MMkt

2.02 10.2 Mil
Cash and Equivalents

PBF Energy Inc Class A

1.71 8.6 Mil
Energy

Essent Group Ltd

1.39 7.0 Mil
Financial Services

Construction Partners Inc Class A

1.36 6.8 Mil
Industrials

Alamos Gold Inc Class A

1.35 6.8 Mil
Basic Materials

JFrog Ltd Ordinary Shares

1.30 6.6 Mil
Technology

Viper Energy Inc Ordinary Shares - Class A

1.30 6.5 Mil
Energy

Freshpet Inc

1.29 6.5 Mil
Consumer Defensive

Evolent Health Inc Class A

1.27 6.4 Mil
Healthcare