| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#286 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.76 percent over the past year, 12.64 percent over the past three years, 2.80 percent over the past five years, and 5.84 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 22.8% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | 2.8% |
| 10 Years (Annualized) | 5.8% |
Summary
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks of large capitalization companies with market capitalizations of $5 billion or more at the time of purchase. It invests in growth and value stocks, which are chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management. The fund's investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics generally similar to those of the Standard & Poor's® 500 Composite Stock Price Index (S&P 500).
Fees
Fees are High compared to funds in the same category.
BNY Mellon Large Cap Stock Fund has an expense ratio of 0.81 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
