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Bny Mellon Balanced Opportunity Fund Class J: (MF: THPBX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 05:48 PM ET
$24.41 USD
+0.13 (0.54%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.48 | 55 |
| 3 months | 3.58 | 52 |
| 6 months | 10.91 | 39 |
| 1 Year | 9.11 | 65 |
| 3 Year | 12.90 | 44 |
| 5 Year | 8.10 | 47 |
| 10 Year | 8.31 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 66.17 |
| Bear Market (10/07 - 2/09) | -38.97 |
| Bull Market (2/09 - 3/21) | 428.51 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 10.26 |
| 5 Year | 9.24 |
| 10 Year | 8.71 |
| Since Inception | 8.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.17 | 7.99 | 4.36 | NA |
| 2024 | 5.98 | 1.49 | 4.49 | 0.01 |
| 2023 | 6.53 | 4.31 | -2.90 | 8.94 |
| 2022 | -4.02 | -14.41 | -4.17 | 7.14 |
| 2021 | 2.76 | 6.31 | 0.07 | 5.09 |
| 2020 | -16.39 | 13.21 | 6.04 | 10.22 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.47 | 12.40 | 17.54 | -15.66 | 14.91 | 10.63 | 20.32 | -3.96 | 11.79 | 10.24 | -0.28 |
| % Total Return Rel to Index | -5.02 | -12.61 | -8.70 | 2.53 | -13.77 | -7.77 | -11.16 | 0.42 | -10.00 | -1.69 | -1.67 |
| % Total Return Rel to Peer | -0.32 | 0.77 | 3.58 | -1.91 | 1.72 | -0.64 | 1.56 | 1.60 | -1.36 | 3.89 | 2.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 4.00 | 2.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.35 | 0.34 | 0.28 | 0.11 | 0.22 | 0.35 | 0.31 | 0.25 | 0.28 | 0.24 |
| % Yield | 0.00 | 1.37 | 1.44 | 1.29 | 0.40 | 0.82 | 1.42 | 1.37 | 1.01 | 1.24 | 1.10 |
| Capital Gains ($) | 0.07 | 1.13 | 0.90 | 0.98 | 3.03 | 0.81 | 0.47 | 1.63 | 0.93 | 0.00 | 0.98 |
| Expense Ratio | 0.90 | 0.89 | 0.87 | 0.90 | 0.92 | 0.95 | 0.95 | 0.95 | 0.95 | 0.95 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%