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BNY Mellon Focused Equity Opportunities Fund;M

Ranked 134 out of 1891 in - US over 12 months
All calculations are in USD unless stated

Managed by

Thomas B Lee

Thomas B Lee is senior portfolio manager of Parametric Clifton, a division of Parametric Portfolio Associates, LLC, which is an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He leads an investment team responsible for managing the firm’s investment strategies and providing customized risk management strategies for institutional investors. Prior to joining Parametric Clifton in 1994, Thomas worked as a research analyst at the Board of Governors of the Federal Reserve. Thomas earned a B.S. in economics and an MBA in finance from University of Minnesota. He is a CFA charterholder.

Donald M. Sauber

Objective

The Fund seeks capital appreciation by investing at least 80% of its assets in equity securities. The Fund invests in approximately 25-30 companies that are considered by the investment adviser to be positioned for long-term earnings growth.

Performance

US over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.4%
2017 32.7% 9.0% 7.5% 4.1% 8.8%
2016 11.3% -1.7% 1.0% 6.2% 5.6%
2015 1.0% 4.0% 1.1% -10.9% 7.8%
2014 11.6% 2.8% 7.6% -1.8% 2.8%
2013 34.4% 9.1% 2.3% 7.7% 11.8%
2012 18.0% 17.9% -8.0% 9.9% -1.0%
2011 -9.6% 7.0% -0.5% -21.3% 7.9%
2010 15.7% 5.6% -15.0% 13.1% 13.9%
2009 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/09/2009
  • Share Class size516Mn
  • Base currencyUSD
  • ISIN US05569M4758

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment100

Charges

  • Annual management0.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).