2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#326 in Large Growth
U.S. News evaluated 485 Large Growth 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 25.94 percent over the past year, and 13.15 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||14.0%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities. It invests in approximately 25-30 companies that are considered by the investment adviser to be positioned for long-term earnings growth. The fund may invest in the stocks of companies of any size, although it focuses on large-cap companies. It invests primarily in equity securities of U.S. issuers, but may invest up to 25% of assets in the equity securities of foreign issuers, including those in emerging market countries. The fund is non-diversified.
Fees are High compared to funds in the same category.
BNY Mellon Focused Equity Opportunities Fund has an expense ratio of 1.13 percent.
Risk is High compared to funds in the same category according to Morningstar.