MTSIX : BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund Class Investment

MTSIX is a US Stocks Market Large Blend with HIGH fees.

MTSIX

BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund Class Investment

FI Score

41 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

41% FI Score
  • mtsix
  • Mutual Fund
  • US Stocks
  • Large Blend

BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund Class Investment

Expenses: 0.89% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large cap companies. The advisor currently considers large cap companies to be those companies with total market capitalizations of $5 billion or more at the time of purchase. It normally allocates its assets among multiple investment strategies employed by the fund's investment adviser or its affiliates that invest primarily in equity securities issued by large cap companies.

Largest Holdings

Amount Holding
16.83% BNY Mellon Research Growth Y
10.41% BNY Mellon Dynamic Value Fund Y
8.16% BNY Mellon Income Stock M
3.78% Microsoft Corp
2.92% Amazon.com Inc
2.92% Apple Inc
1.66% Facebook Inc A
1.57% Alphabet Inc A
1.30% Visa Inc Class A
1.16% Adobe Inc
0.94% NVIDIA Corp
0.89% Comcast Corp Class A
0.89% Bristol-Myers Squibb Company
0.83% CVS Health Corp
0.81% Alphabet Inc Class C
0.79% Procter & Gamble Co
0.79% Johnson & Johnson
0.78% Air Products & Chemicals Inc
0.76% American Tower Corp
0.76% CME Group Inc Class A
0.73% AbbVie Inc
0.73% Advanced Micro Devices Inc
0.72% Chevron Corp
0.72% Mastercard Inc A
0.66% Lam Research Corp

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