4 / 5 Stars
2 3 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#69 in Large Value
U.S. News evaluated 330 Large Value 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 21.39 percent over the past year, 12.63 percent over the past three years, 4.93 percent over the past five years, and 7.98 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.0%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||8.0%|
The investment seeks total return (consisting of capital appreciation and income). The fund normally invests at least 80% of assets in stocks. It focuses on dividend-paying stocks and other investments and investment techniques that provide income. The fund emphasizes those stocks with value characteristics, although it may also purchase growth stocks. It also may invest up to 10% of its assets in convertible securities and up to 10% of its assets in preferred stocks.
Fees are Low compared to funds in the same category.
BNY Mellon Income Stock Fund has an expense ratio of 0.82 percent.
Risk is Average compared to funds in the same category according to Morningstar.