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BNY Mellon Sm Cp Val I (STSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.44+0.26 (+1.36%)
As of 08:06AM EDT. Market open.

BNY Mellon Sm Cp Val I

New York, NY 10166

200 Park Avenue

Dreyfus Investment Funds

1-800-645-6561
Management information
Joseph M Corrado,Lead manager since 31 January 2000
Joe is a member of Newton’s small cap equities team. In his current role, he is a senior portfolio manager on the US small mid cap equity team and the lead portfolio manager for US Small Cap Value strategies. Joe has been managing small-cap and small/mid-cap assets since 1998. Joe joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Joe was a senior portfolio manager, director of equity research, portfolio manager and analyst at Mellon Investments Corporation, The Boston Company Asset Management and Standish Mellon Asset Management (all BNY Mellon group companies). Prior to joining BNY Mellon, Joe held equity research positions at Shearson Lehman Brothers, Manufacturers Hanover Trust and NewYork Life Insurance Co. Joe is a trustee for life at the NeighborhoodHouse Charter School in Dorchester and is a trustee for SchrafftCharitable Trust. Joe has a degree in Finance from New York University. He received his CFA designation in 1983 and is a member of the CFA Institute.
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 Value
Fund familyBNY Mellon
Net assets173.21M
YTD return3.47%
Yield0.84%
Morningstar rating★★★
Inception date31 Jul 2016

Fund operations

Last dividend0.18
Last cap gain5.00
Holdings turnover43.28%
Average for categoryN/A

Fees and expenses

ExpenseSTSVXCategory average
Annual report expense ratio (net)2.13%1.16%
Prospectus net expense ratio2.13%N/A
Prospectus gross expense ratio2.23%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A