Back to top
more

Bny Mellon Balanced Opportunity Fund Class A: (MF: DBOAX)

(NASDAQ Mutual Funds) As of Feb 12, 2026 06:29 PM ET

$24.76 USD

-0.22 (-0.88%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.68 51
3 months 2.45 59
6 months 7.79 56
1 Year 12.16 51
3 Year 12.58 48
5 Year 7.71 52
10 Year 8.84 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.16
Bull Market (2/09 - 3/21) 416.47

Load Adjusted Returns as of Jan 31, 2026

1 Year 6.80
5 Year 6.05
10 Year 7.64
Since Inception 0.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.21 7.90 4.29 2.64
2024 5.89 1.44 4.41 -0.03
2023 6.48 4.26 -3.00 8.92
2022 -4.94 -14.46 -4.22 7.02
2021 2.69 6.25 0.03 5.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.6712.9412.1217.30-16.6614.6310.3420.03-4.2211.529.99
% Total Return Rel to Index 0.00-5.27-12.89-8.941.53-14.05-8.05-11.460.16-10.27-1.93
% Total Return Rel to Peer 0.00-0.230.493.34-2.911.44-0.921.261.34-1.623.64
% Perf Quintile vs Peer* 0.000.000.002.005.003.004.003.003.004.001.00
% Dividends 0.000.310.290.280.160.050.160.300.250.200.23
% Yield NA1.121.131.230.760.180.601.201.120.811.02
Capital Gains ($) 0.001.721.130.900.763.030.810.471.630.930.00
Expense Ratio 0.001.151.141.121.151.171.201.201.201.201.20

* 1 = Top 20%, 5 = Bottom 20%