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BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)

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23.19-0.09 (-0.39%)
At close: 8:01PM EDT

BNY Mellon Mid Cap Multi-Strategy Fund Class Investor

Bny Mellon Fds Trust

200 Park Avenue

New York NY 10166

Management Information
Patrick F. Kent,Lead Manager since March 19, 2019
Kent Patrick, CFA, CMT Executive Vice President, Senior Portfolio Manager Patrick is the lead portfolio manager for the Opportunistic Value strategies and head of the Opportunistic Value investment team. Most recently, Patrick was a portfolio manager at Wellington where he co-managed the firm’s global all-cap impact investing strategy, which paired top-down thematic research with bottom-up stock selection and focused on positive social and environmental impact. Prior to Wellington, Patrick worked as an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company, a predecessor firm of Mellon, on the Opportunistic Value team. Patrick earned an MBA from Babson College – Franklin W. Olin Graduate School of Business and bachelor’s degree from Bowdoin College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Boston. He also holds the Chartered Market Technician designation and is a member of the CMT Association.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyBNY Mellon Funds
Net Assets2.95B
YTD Return13.18%
Morningstar Rating★★
Inception DateJul. 10, 2001

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover41.86%
Average for CategoryN/A

Fees & Expenses

ExpenseMIMSXCategory Average
Annual Report Expense Ratio (net)1.15%1.09%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection365N/A
5 Yr Expense Projection633N/A
10 Yr Expense Projection1,398N/A