BNY Mellon Focused Equity Opportunities Fund Investor Shares

Frequently Asked Questions About MFOIX

What does MFOIX invest in?

The BNY Mellon Focused Equity Opportunities Fund aims for significant long-term capital growth. It typically allocates at least 80% of its net assets (and any money borrowed for investing) to common stocks. The portfolio is concentrated, generally holding positions in just 25 to 30 companies. These companies are selected by the investment adviser for their potential to deliver strong long-term earnings growth. While the fund primarily targets large-capitalization companies, it retains the flexibility to invest in businesses of any size. Although primarily invested in U.S. equities, up to a quarter (25%) of the fund's assets may be allocated to international companies, including those in emerging markets. It operates as a non-diversified fund.

What is the expense ratio of MFOIX?

An expense ratio for BNY Mellon Focused Equity Opportunities Fund Investor Shares (MFOIX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is MFOIX?

BNY Mellon Focused Equity Opportunities Fund Investor Shares (MFOIX) manages $69.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MFOIX actively managed or an index fund?

MFOIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MFOIX launched?

BNY Mellon Focused Equity Opportunities Fund Investor Shares (MFOIX) launched in January 2019 and is managed by the fund issuer.

How has MFOIX performed?

MFOIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.