2 / 5 Stars
1 2 3 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#326 in Large Blend
U.S. News evaluated 476 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 25.50 percent over the past year, 13.88 percent over the past three years, 15.64 percent over the past five years, and 6.14 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||24.2%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||6.1%|
The investment seeks capital appreciation. 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. It invests principally in common stocks, but its stock investments also may include preferred stocks and convertible securities, including those purchased in initial public offerings. It also may invest in foreign stocks. The fund generally attempts to have a neutral exposure to sectors, industries and capitalizations relative to the Standard & Poor's® 500 Composite Stock Price Index.
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.