DBORX Mutual Fund
DBORX Mutual Fund
DBORX Mutual Fund
BNY Mellon Balanced Opportunity Fund Class I
DBORX Mutual Fund Overview
DBORX Mutual Fund (BNY Mellon Balanced Opportunity Fund Class I) is managed by BNY Mellon Investment Management with $14.4M in net assets. DBORX expense ratio is 0.90%, holding 449 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-30.
DBORX performance shows a YTD return of 6.18%. The 1-year return is 9.42% and the 5-year return is 6.51%. DBORX dividend yield stands at 1.48%.
DBORX top holdings include Nvidia Corp (4.3%), Microsoft Corp (3.1%), Ishares Core U.s. Aggregate (2.8%), Apple, Inc (2.5%), Amazon.Com Inc (2.5%). Go to all DBORX holdings, DBORX sectors, or DBORX dividends.
DBORX can be compared against other funds. Use DBORX overlap to find shared positions, or DBORX vs another fund for a side-by-side view. DBORX alternatives are available via the screener, along with tax-loss harvesting opportunities.