DBOZX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class Z) is managed by BNY Mellon Investment Management with $30.5M in net assets. DBOZX expense ratio is 0.97%, holding 447 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2004-12-17.

DBOZX performance shows a YTD return of 4.12%. The 1-year return is 14.28% and the 5-year return is 6.61%. DBOZX dividend yield stands at 9.23%, paid annually.

DBOZX 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 DBOZX holdings, sector breakdown, or dividend history.

DBOZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DBOZX alternatives are available via the screener, along with tax-loss harvesting opportunities.