Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% 0.10% 680.37M 251687.2
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.69% -- 554.00M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. To pursue its goal, the fund normally invests substantially all of its assets in stocks. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in companies considered by the fund's sub-adviser, NIMNA, to be "value" companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name BNY Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
17.78%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.06%
--
--
--
--
--
--
14.54%
14.34%
-7.86%
26.20%
9.97%
30.96%
-8.25%
17.18%
17.23%
16.39%
--
28.71%
15.14%
32.18%
-8.35%
20.78%
16.51%
16.37%
-6.50%
25.82%
1.46%
23.32%
-5.32%
10.47%
14.89%
17.27%
As of December 17, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.42%
Stock 99.06%
Bond 0.52%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. To pursue its goal, the fund normally invests substantially all of its assets in stocks. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in companies considered by the fund's sub-adviser, NIMNA, to be "value" companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name BNY Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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