DBOAX Mutual Fund
DBOAX Mutual Fund
BNY Mellon Balanced Opportunity Fund Class A
DBOAX Mutual Fund Overview
DBOAX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class A) is managed by BNY Mellon Investment Management with $225.9M in net assets. DBOAX expense ratio is 1.15%, holding 447 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2004-01-30.
DBOAX performance shows a YTD return of 4.40%. The 1-year return is 14.07% and the 5-year return is 6.50%. DBOAX dividend yield stands at 8.97%, paid annually.
DBOAX top holdings include Nvidia Corp. (4.5%), Amazon.Com Inc (3.0%), Apple, Inc (2.8%), United States Treasury Note, 4.75%, 11/15/2043 (2.3%), Alphabet Inc. C (2.2%). View all DBOAX holdings, sector breakdown, or dividend history.
DBOAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DBOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.