THPBX Mutual Fund
THPBX Mutual Fund
BNY Mellon Balanced Opportunity Fund Class J
THPBX Mutual Fund Overview
THPBX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class J) is managed by BNY Mellon Investment Management with $12.3M in net assets. THPBX expense ratio is 0.90%, holding 447 positions across sectors including Financials, Information Technology, Unknown. Inception date: 1987-03-16.
THPBX performance shows a YTD return of 4.56%. The 1-year return is 14.39% and the 5-year return is 6.68%. THPBX dividend yield stands at 9.20%, paid annually.
THPBX 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 THPBX holdings, sector breakdown, or dividend history.
THPBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. THPBX alternatives are available via the screener, along with tax-loss harvesting opportunities.