BNY Mellon Balanced Opportunity Fund - Class C
DBOCX
NASDAQ
| Weiss Ratings | DBOCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DBOCX-NASDAQ | Click to Compare |
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| Provider | BNY Mellon | |||
| Manager/Tenure (Years) | Brian Ferguson (19), John C Bailer (10), Torrey Zaches (7), 5 others | |||
| Website | http://www.bny.com/investments | |||
| Fund Information | DBOCX-NASDAQ | Click to Compare |
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| Fund Name | BNY Mellon Balanced Opportunity Fund - Class C | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Jan 30, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | DBOCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.41% | |||
| Dividend | DBOCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | DBOCX-NASDAQ | Click to Compare |
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| Cash | 1.51% | |||
| Stock | 61.81% | |||
| U.S. Stock | 55.18% | |||
| Non-U.S. Stock | 6.63% | |||
| Bond | 36.69% | |||
| U.S. Bond | 32.10% | |||
| Non-U.S. Bond | 4.59% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DBOCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.40% | |||
| 30-Day Total Return | -0.90% | |||
| 60-Day Total Return | -2.01% | |||
| 90-Day Total Return | -2.47% | |||
| Year to Date Total Return | 5.30% | |||
| 1-Year Total Return | 6.69% | |||
| 2-Year Total Return | 19.03% | |||
| 3-Year Total Return | 41.96% | |||
| 5-Year Total Return | 26.96% | |||
| Price | DBOCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DBOCX-NASDAQ | Click to Compare |
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| Nav | $25.26 | |||
| 1-Month Low NAV | $25.23 | |||
| 1-Month High NAV | $25.68 | |||
| 52-Week Low NAV | $23.01 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $26.24 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | DBOCX-NASDAQ | Click to Compare |
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| Beta | 0.68 | |||
| Standard Deviation | 8.78 | |||
| Balance Sheet | DBOCX-NASDAQ | Click to Compare |
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| Total Assets | 284.53M | |||
| Operating Ratios | DBOCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.90% | |||
| Turnover Ratio | 73.92% | |||
| Performance | DBOCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.53% | |||
| Last Bear Market Total Return | -14.59% | |||