THPBX : BNY Mellon Balanced Opportunity Fund - Class J

THPBX is a Allocation Market All-In-One with HIGH fees.

THPBX

BNY Mellon Balanced Opportunity Fund - Class J

FI Score

33 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

33% FI Score
  • thpbx
  • Mutual Fund
  • Allocation
  • All-In-One

BNY Mellon Balanced Opportunity Fund - Class J

Expenses: 0.95% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks high total return through a combination of capital appreciation and current income. To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. The managers select securities that, in the portfolio managers' judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies from time to time, but normally the fund allocates between 25% and 50% of its assets to fixed-income securities and between 75% to 50% of its assets to equities.

Largest Holdings

Amount Holding
2.43% Microsoft Corp
2.17% Alphabet Inc Class C
1.92% Berkshire Hathaway Inc Class B
1.92% 2 Year Treasury Note Future June 20
1.84% JPMorgan Chase & Co
1.81% United States Treasury Bonds 2.88%
1.66% Medtronic PLC
1.55% PPL Corp
1.40% Intel Corp
1.39% Amazon.com Inc
1.29% CF Industries Holdings Inc
1.29% Hess Corp
1.22% Goldman Sachs Group Inc
1.14% Proofpoint Inc
1.11% Advanced Micro Devices Inc
1.06% Morgan Stanley
1.03% Eaton Corp PLC
1.03% Vulcan Materials Co
1.01% L3Harris Technologies Inc
0.97% AbbVie Inc
0.96% Bank of America Corp
0.94% Visa Inc Class A
0.91% Marathon Petroleum Corp
0.86% Voya Financial Inc

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