For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
18 Most Popular Mutual Fund Categories
View All Categories
15 Most Popular Fund Companies
View All Fund Companies
15 Most Popular Fund Company Quick Screens
View All Fund Company Quick Screens
Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.
Content focused on helping financial advisors build successful client relationships and grow their business.
Content geared towards helping financial advisors build better client portfolios.
Get insights on the industry trends and investment news from leading fund managers and experts.
Min ($M USD)
Max ($M USD)
This is a list of BNY Mellon Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on BNY Mellon Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for BNY Mellon Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for BNY Mellon Funds.
This page includes relevant dividend information on BNY Mellon Funds.
The table below illustrates valuable information regarding the primary fund manager for BNY Mellon Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in BNY Mellon Funds.
This list includes asset allocation proportions of the underlying holdings for BNY Mellon Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|BNY Mellon International Stock Fund||Inst (DISRX)||International and Foreign Large-Cap Growth Equity||$4,571.65||16.39%||51.43%||0.91%||10.77|
|BNY Mellon Global Fixed Income Fund||Inst (SDGIX)||Total Bond Market||$3,215.67||7.76%||14.24%||0.52%||13.5|
|BNY Mellon Global Real Return Fund||Inst (DRRIX)||Diversified Portfolio||$3,175.11||8.97%||30.16%||0.92%||9.09|
|BNY Mellon Mid Cap Multi-Strategy Fund||M (MPMCX)||U.S. Mid-Cap Growth Equity||$2,818.86||14.43%||51.55%||0.89%||7.45|
|BNY Mellon Institutional S&P 500 Stock Index Fund||Inst (DSPIX)||U.S. Large-Cap Blend Equity||$2,799.85||17.92%||30.97%||0.21%||18.01|
|BNY Mellon National Intermediate Municipal Bond Fund||M (MPNIX)||U.S. Investment-Grade Bond||$2,698.89||5.22%||40.69%||0.50%||19.34|
|BNY Mellon MidCap Index Fund||No Load (PESPX)||U.S. Mid-Cap Blend Equity||$2,608.40||0.06%||85.59%||0.51%||19.85|
|BNY Mellon S&P 500 Index Fund||No Load (PEOPX)||U.S. Large-Cap Blend Equity||$2,306.41||8.12%||81.77%||0.51%||19.85|
|BNY Mellon Small/Mid Cap Growth Fund||Inst (SDSCX)||U.S. Mid-Cap Growth Equity||$2,293.79||27.49%||9.62%||0.74%||14.35|
|BNY Mellon Municipal Opportunities Fund||Inv (MOTIX)||U.S. Investment-Grade Bond||$1,950.75||5.50%||37.63%||0.98%||11.3|
|BNY Mellon Smallcap Stock Index Fund||No Load (DISSX)||U.S. Small-Cap Blend Equity||$1,845.62||-2.46%||89.02%||0.51%||19.85|
|BNY Mellon Appreciation Fund, Inc.||No Load (DGAGX)||U.S. Large-Cap Blend Equity||$1,725.67||17.75%||31.72%||0.90%||29.1|
|BNY Mellon Research Growth Fund, Inc.||No Load (DREQX)||U.S. Large-Cap Growth Equity||$1,705.68||13.99%||71.60%||0.88%||0.89|
|BNY Mellon Dynamic Value Fund||A (DAGVX)||U.S. Large-Cap Value Equity||$1,464.09||10.63%||31.17%||0.96%||16.35|
|BNY Mellon Global Stock Fund||Inst (DGLRX)||FAANG Equity||$1,424.58||14.35%||46.54%||0.97%||10.77|
|BNY Mellon Large Cap Securities Fund||No Load (DREVX)||U.S. Large-Cap Growth Equity||$1,323.60||14.29%||69.44%||0.71%||4.22|
|BNY Mellon Bond Fund||M (MPBFX)||U.S. Investment-Grade Bond||$1,277.07||6.54%||20.58%||0.55%||14.43|
|BNY Mellon Municipal Bond Fund||No Load (DRTAX)||U.S. Investment-Grade Bond||$1,268.11||4.94%||45.25%||0.73%||10.15|
|BNY Mellon Bond Market Index Fund||Inst (DBIRX)||U.S. Investment-Grade Bond||$1,151.99||6.34%||24.59%||0.16%||9.98|
|BNY Mellon National Short Term Municipal Bond Fund||M (MPSTX)||U.S. Investment-Grade Bond||$1,136.34||1.33%||92.24%||0.50%||4.38|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
BNY Mellon is a company that sells mutual funds with $77,353M in assets under management. The average expense ratio from all mutual funds is 0.92%. 64.01% of all the mutual funds are no load funds. The oldest fund launched was in 1951. The average manager tenure for all managers at BNY Mellon is 8.44 years. The company offers investors 96 mutual funds, in terms of the number of individual fund symbols.
Sign up for Advisor Access to receive email updates about BNY Mellon best performers, news, CE accredited webcasts and more.