DBORX Mutual Fund
DBORX Mutual Fund
BNY Mellon Balanced Opportunity Fund Class I
DBORX Mutual Fund Overview
DBORX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class I) is managed by BNY Mellon Investment Management with $13.6M in net assets. DBORX expense ratio is 0.90%, holding 447 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2004-01-30.
DBORX performance shows a YTD return of 4.52%. The 1-year return is 14.37% and the 5-year return is 6.68%. DBORX dividend yield stands at 9.28%, paid annually.
DBORX 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 DBORX holdings, sector breakdown, or dividend history.
DBORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DBORX alternatives are available via the screener, along with tax-loss harvesting opportunities.