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Bny Mellon Balanced Opportunity Fund Class I: (MF: DBORX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$23.44 USD
+0.08 (0.34%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in March 1987 and is managed by Dreyfus Corporation. The fund seeks high total return through capital appreciation and current income. The fund allocates more than 50% of its assets in stocks and the remainder to bonds and other fixed-income securities. In allocating fund assets between stocks and bonds, the portfolio managers assess the relative return and risk of each asset class, analyzing several factors including general economic conditions, anticipated future changes in interest rates and the outlook for stocks. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| BNY Mellon Balanced Opport I | DBORX | NA | NA | 0.00 | 0.00 | 0.80 | 0.89 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Dreyfus Balanced Opport J | THPBX | 23.07 | 3/16/1987 | 1.48 | 7.03 | 7.39 | 8.85 |
| Dreyfus Balanced Opport A | DBOAX | 23.05 | 2/2/2004 | 1.23 | 6.82 | 7.13 | 8.39 |
| Dreyfus Balanced Opport C | DBOCX | 22.75 | 2/2/2004 | 0.44 | 6.00 | 6.32 | 7.58 |
| Dreyfus Balanced Opport I | DBORX | 23.44 | 2/2/2004 | 1.49 | 7.03 | 7.39 | 8.65 |
| Dreyfus Balanced Opport Z | DBOZX | 22.72 | 1/10/2005 | 1.43 | 6.98 | 7.30 | 8.77 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| BNY Mellon Balanced Opport I | DBORX | 1000 | 100 | 750 | A |
Contact Information
| Family | BNY Mellon |
| Address | 255 Liberty Street New York, NY 10286 |
| Phone | 800 430 7629 |