BNY Mellon Funds Trust - BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund (MTSIX)
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BNY Mellon Funds Trust - BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund
New York NY 10166
200 Park Avenue
Bny Mellon Fds Trust
800-645-6561
Management information
John R. Porter,Lead manager since 3 October 2021
John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies.
John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was chief investment officer at Mellon Investments Incorporation.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyBNY Mellon Funds
Net assets51.89M
YTD return-18.86%
Yield1.64%
Morningstar rating★★★
Inception date29 Jul 2010
Fund operations
Last dividend0.33
Last cap gainN/A
Holdings turnover12.10%
Average for categoryN/A
Fees and expenses
ExpenseMTSIXCategory average
Annual report expense ratio (net)1.09%0.78%
Prospectus net expense ratio1.09%N/A
Prospectus gross expense ratio1.09%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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