Bny Mellon is trading at 19.01 as of the 20th of July 2025; that is 0.58 percent down since the beginning of the trading day. The fund's open price was 19.12. Bny Mellon has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small cap companies. The advisor currently considers small cap companies to be those companies with market capitalizations that are equal to or less than the market capitalization of the largest company included in the Russell 2000 Index. More on Bny Mellon Small
Bny Mellon Small [MISCX] is traded in USA and was established 20th of July 2025. Bny Mellon is listed under BNY Mellon Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of BNY Mellon Funds family. This fund now has accumulated 635.92 M in assets with minimum initial investment of 10 K. Bny Mellon Small is currently producing year-to-date (YTD) return of 4.04% with the current yeild of 0.01%, while the total return for the last 3 years was 7.78%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bny Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bny Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bny Mellon Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Bny Mellon financial ratios help investors to determine whether Bny Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bny with respect to the benefits of owning Bny Mellon security.