Returns Chart

BNY Mellon Mid Cap Multi-Strategy Fund Investor (MIMSX) Total Return
Created with Highcharts 11.1.0Oct '24Jan '25Apr '25Jul '250.00%14.42%

Key Stats

Customize
Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.18% 694.21M 1.28% 36.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-670.83M 14.42% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. To pursue its goal, the Fund normally invests at least 80% of its assets in stocks of mid-cap domestic companies.
General
Security Type Mutual Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name BNY Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 73
-1.045B Peer Group Low
223.89M Peer Group High
1 Year
% Rank: 84
-670.83M
-7.105B Peer Group Low
2.122B Peer Group High
3 Months
% Rank: 84
-2.041B Peer Group Low
798.52M Peer Group High
3 Years
% Rank: 85
-12.76B Peer Group Low
2.752B Peer Group High
6 Months
% Rank: 86
-3.715B Peer Group Low
1.437B Peer Group High
5 Years
% Rank: 88
-20.30B Peer Group Low
2.848B Peer Group High
YTD
% Rank: 86
-3.715B Peer Group Low
1.437B Peer Group High
10 Years
% Rank: 87
-26.04B Peer Group Low
6.181B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.17%
30.32%
22.60%
18.91%
-18.60%
17.55%
12.40%
5.53%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
6.58%
-8.92%
26.33%
14.76%
27.68%
-15.78%
18.57%
9.41%
1.07%
-9.34%
30.86%
18.10%
24.36%
-18.80%
16.03%
15.09%
7.67%
--
--
18.45%
24.15%
-17.43%
16.42%
6.87%
1.85%
-7.08%
24.58%
10.55%
29.09%
-9.37%
6.39%
8.72%
0.09%
As of July 09, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-8-25) 0.13%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 31.00
Weighted Average Price to Sales Ratio 5.022
Weighted Average Price to Book Ratio 6.650
Weighted Median ROE 28.51%
Weighted Median ROA 7.04%
ROI (TTM) 12.13%
Return on Investment (TTM) 12.13%
Earning Yield 0.0455
LT Debt / Shareholders Equity 1.172
As of April 30, 2025

Growth Metrics

EPS Growth (1Y) 17.39%
EPS Growth (3Y) 11.05%
EPS Growth (5Y) 14.53%
Sales Growth (1Y) 9.19%
Sales Growth (3Y) 10.48%
Sales Growth (5Y) 11.52%
Sales per Share Growth (1Y) 9.85%
Sales per Share Growth (3Y) 10.71%
Operating Cash Flow - Growth Ratge (3Y) 17.63%
As of April 30, 2025

Asset Allocation

Created with Highcharts 11.1.0
As of April 30, 2025.
Type % Net
Cash 0.00%
Stock 96.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.02%
View Asset Allocation
Start Trial

Top 10 Holdings

Created with Highcharts 11.1.0
Name % Weight Price % Change
Dreyfus Institutional Preferred Government Plus Money Market Fund
3.02% -- --
Amphenol Corp 1.26% 98.40 1.02%
Axon Enterprise Inc 1.21% 807.54 2.19%
HubSpot Inc 1.01% 555.51 -0.34%
CoStar Group Inc 1.00% 83.72 1.07%
Palantir Technologies Inc 0.91% 140.49 0.56%
Roper Technologies Inc 0.81% 554.94 -1.71%
Verisk Analytics Inc 0.78% 302.66 0.04%
Keysight Technologies Inc 0.77% 162.44 -0.65%
Ferguson Enterprises Inc 0.77% 223.39 0.30%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.75%
Administration Fee 160.3K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 10000.00 None
Minimum Subsequent Investment 100.00 None

Basic Info

Investment Strategy
The Fund seeks capital appreciation. To pursue its goal, the Fund normally invests at least 80% of its assets in stocks of mid-cap domestic companies.
General
Security Type Mutual Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name BNY Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-8-25) 0.13%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 31.00
Weighted Average Price to Sales Ratio 5.022
Weighted Average Price to Book Ratio 6.650
Weighted Median ROE 28.51%
Weighted Median ROA 7.04%
ROI (TTM) 12.13%
Return on Investment (TTM) 12.13%
Earning Yield 0.0455
LT Debt / Shareholders Equity 1.172
As of April 30, 2025

Growth Metrics

EPS Growth (1Y) 17.39%
EPS Growth (3Y) 11.05%
EPS Growth (5Y) 14.53%
Sales Growth (1Y) 9.19%
Sales Growth (3Y) 10.48%
Sales Growth (5Y) 11.52%
Sales per Share Growth (1Y) 9.85%
Sales per Share Growth (3Y) 10.71%
Operating Cash Flow - Growth Ratge (3Y) 17.63%
As of April 30, 2025

Fund Details

Key Dates
Inception Date 7/11/2001
Last Annual Report Date 8/31/2024
Last Prospectus Date 12/31/2024
Share Classes
MPMCX M
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:MIMSX", "name")
Broad Asset Class: =YCI("M:MIMSX", "broad_asset_class")
Broad Category: =YCI("M:MIMSX", "broad_category_group")
Prospectus Objective: =YCI("M:MIMSX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial
Quickflows