| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
5
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D
(Sell)
|
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 20.02 percent over the past year, 11.09 percent over the past three years, and 2.00 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.4% |
| 1 Year | 20.0% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 2.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It focuses on growth and value stocks of large cap companies. The fund intends to take both long and short positions in stocks chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management.
Fees
Fees are High compared to funds in the same category.
BNY Mellon U.S. Core Equity 130/30 Fund has an expense ratio of 1.81 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
