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Mellon Balanced Inv (MIBLX)

On Nov 23: 10.06 USD  Up 0.09 (0.90%)  
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BNY MELLON BALANCED FUND INVEST Delayed quote dataEdit
Net Asset Value: 10.06
Trade Time: Nov 23
Change: Up 0.09 (0.90%)
Prev Close: 10.06
YTD Return*: 8.92%
Net Assets*: 4.31M
Yield*: 2.39%
* As of 31-Dec-07
Mellon Balanced Inv (MIBLX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 4.31M
Category: Moderate Allocation
Total Expense Ratio: 0.86%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 8.92%
5y Avg Return: 10.50%
Rank in Category (ytd): 330
% Rank in Category (ytd): 29.92%
Beta (3y): 1.01
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term growth of principal in conjunction with current income. The fund may invest in both individual securities and other MPAM funds. It has established target allocations for its assets of 60% in the aggregate to equity securities, and 40% to bonds and money market instruments. The funds investment in each of Mellon Mid Cap Stock fund, Mellon Small Cap Stock fund, Mellon International fund, and Mellon Emerging Markets fund is subject to a separate limit of 20% of the funds total assets, as is the funds investment in money market instruments.
Fund Profile


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