Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.21% 22.41M 31.03
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.85% 53.59% 0.00 Upgrade

Basic Info

Investment Strategy
The investment seeks total return consisting of capital appreciation and income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in corporate debt securities issued by companies that demonstrate attractive investment attributes and attractive business practices based on an environmental, social and governance (ESG) evaluation methodology. The fund normally invests primarily in fixed-income securities rated, at the time of purchase, investment grade or the unrated equivalent as determined by the fund's sub-adviser.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Corporate Bond
Category Index Bloomberg US Corp Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name BNY Mellon
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Erin Spalsbury 2.03 yrs
Jonathan Earle 2.03 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 29, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
8.88%
-2.21%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-2.91%
--
--
14.85%
9.88%
-2.23%
-15.73%
8.43%
-2.67%
--
--
--
--
--
-15.53%
9.60%
-2.32%
--
--
--
--
--
--
--
-1.93%
--
--
15.56%
10.79%
-1.18%
-16.95%
7.49%
-2.92%
As of April 29, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 1.80% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 97.67% Upgrade Upgrade
Convertible 0.25% Upgrade Upgrade
Preferred 0.28% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks total return consisting of capital appreciation and income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in corporate debt securities issued by companies that demonstrate attractive investment attributes and attractive business practices based on an environmental, social and governance (ESG) evaluation methodology. The fund normally invests primarily in fixed-income securities rated, at the time of purchase, investment grade or the unrated equivalent as determined by the fund's sub-adviser.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Corporate Bond
Category Index Bloomberg US Corp Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name BNY Mellon
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Erin Spalsbury 2.03 yrs
Jonathan Earle 2.03 yrs

Top Portfolio Holders

0 of 0