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BNY Mellon Opportunistic Small Cap Fund Class I (DOPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.66+1.10 (+3.01%)
At close: 08:05AM EST

BNY Mellon Opportunistic Small Cap Fund Class I

Advantage Funds, Inc.

200 Park Avenue

New York, NY 10166

Management information
Patrick M. Kent,Lead manager since 12 March 2019
Patrick is the lead portfolio manager for the Opportunistic Value strategies and head of the Small Mid Cap Equity Research team. Most recently, Patrick was a portfolio manager at Wellington where he co-managed the firm’s global all-cap impact investing strategy, which paired top-down thematic research with bottom-up stock selection and focused on positive social and environmental impact. Prior to Wellington, Patrick worked as an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company, a predecessor firm of Mellon, on the Opportunistic Value team. Patrick earned an MBA from Babson College – Franklin W. Olin Graduate School of Business and bachelor’s degree from Bowdoin College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Boston. He also holds the Chartered Market Technician designation and is a member of the CMT Association.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyBNY Mellon
Net assets498.12M
YTD return13.09%
Morningstar rating★★★
Inception date29 Sep 2016

Fund operations

Last dividend0.11
Last cap gain0.00
Holdings turnover85.56%
Average for categoryN/A

Fees and expenses

ExpenseDOPIXCategory average
Annual report expense ratio (net)0.96%1.03%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio0.96%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection306N/A
5-yr expense projection531N/A
10-yr expense projection1,178N/A