2 / 5 Stars
1 2 3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#339 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.33 percent over the past year, 9.84 percent over the past three years, 17.38 percent over the past five years, and 5.39 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||5.4%|
The investment seeks capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks of large capitalization companies with market capitalizations of $5 billion or more at the time of purchase. The fund typically will hold between 100 and 175 securities.
Fees are Average compared to funds in the same category.
BNY Mellon Large Cap Stock Fund has an expense ratio of 0.80 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.