BNY Mellon Balanced Opportunity J holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
BNY Mellon Balanced Opportunity Fund - Class J THPBX
- NAV / 1-Day Return 25.12 / −1.14 %
- Total Assets 291.4M
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Limited
- TTM Yield 1.36%
- Turnover 74%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis THPBX
Will THPBX 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 THPBX 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 THPBX’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 22.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 4.37 | 13M | Technology |
Amazon.com Inc | 2.98 | 9M | Consumer Cyclical |
Apple Inc | 2.50 | 7M | Technology |
United States Treasury Bonds 4.75% | 2.38 | 7M | Government |
Alphabet Inc Class C | 2.27 | 7M | Communication Services |
Microsoft Corp | 1.90 | 6M | Technology |
State Street® SPDR® S&P 500® ETF | 1.85 | 5M | — |
United States Treasury Notes 3.625% | 1.83 | 5M | Government |
Texas Instruments Inc | 1.42 | 4M | Technology |
iShares Core US Aggregate Bond ETF | 1.29 | 4M | — |
United States