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Bny Mellon Balanced Opportunity Fund Class J: (MF: THPBX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 06:01 PM ET

$24.82 USD

+0.06 (0.24%)

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

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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 2.50 56
6 months 7.92 54
1 Year 12.44 46
3 Year 12.86 43
5 Year 8.18 43
10 Year 9.21 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 66.17
Bear Market (10/07 - 2/09) -38.97
Bull Market (2/09 - 3/21) 441.15

Load Adjusted Returns as of Jan 31, 2026

1 Year 13.27
5 Year 7.71
10 Year 8.61
Since Inception 8.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.17 7.99 4.36 2.73
2024 5.98 1.49 4.49 0.01
2023 6.53 4.31 -2.90 8.94
2022 -4.02 -14.41 -4.17 7.14
2021 2.76 6.31 0.07 5.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.6713.2712.4017.54-15.6614.9110.6320.32-3.9611.7910.24
% Total Return Rel to Index 0.00-4.94-12.61-8.702.53-13.77-7.77-11.160.42-10.00-1.69
% Total Return Rel to Peer 0.000.090.773.58-1.911.72-0.641.561.60-1.363.89
% Perf Quintile vs Peer* 0.000.000.002.003.003.004.003.002.004.001.00
% Dividends 0.000.370.350.340.280.110.220.350.310.250.28
% Yield NA1.361.371.491.290.400.821.421.371.011.24
Capital Gains ($) 0.001.721.130.900.983.030.810.471.630.930.00
Expense Ratio 0.000.900.890.870.900.920.950.950.950.950.95

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