2 / 5 Stars
1 2 4 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 468 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 20.62 percent over the past year, and 11.27 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of large-cap companies. It currently considers large-cap companies to be those companies with total market capitalizations of $5 billion or more at the time of purchase. The fund normally allocates its assets among multiple investment strategies employed by the fund's investment adviser or its affiliates that invest primarily in equity securities issued by large-cap companies.
Fees are Average compared to funds in the same category.
BNY Mellon Tax Sensitive Long Cap Multi-Strategy Fund has an expense ratio of 0.79 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.