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BNY Mellon Mid Cap Multi-Strategy Fund (MIMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.08+0.21 (+1.32%)
At close: 08:00PM EDT

BNY Mellon Mid Cap Multi-Strategy Fund

New York NY 10166

200 Park Avenue

Bny Mellon Fds Trust

800-645-6561
Management information
,Lead manager since 20 March 2013
William A. Priebe, CFA, Advisor, Portfolio Manager co-manages the US Small Cap and Mid Cap Growth strategies. He co-founded Geneva Capital Management in January 1987. He is a member of the Investment Strategy Group that conducts high-quality fundamental research and supports all the Geneva growth equity strategies. Prior to founding Geneva, William worked for First Wisconsin Trust Company. Mr. Priebe earned a bachelor of science degree and an MS from Northern Illinois University and an MBA from the University of Chicago. He holds the Chartered Financial Analyst designation.
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

CategoryMid-Cap Growth
Fund familyBNY Mellon Funds
Net assets1.41B
YTD return8.30%
Yield0.23%
Morningstar rating★★★
Inception date10 Jul 2001

Fund operations

Last dividend0.04
Last cap gain47.00
Holdings turnover26.34%
Average for categoryN/A

Fees and expenses

ExpenseMIMSXCategory average
Annual report expense ratio (net)1.17%1.09%
Prospectus net expense ratio1.17%N/A
Prospectus gross expense ratio1.17%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A