Bny Mellon Small Fund Quote
| MISCX Fund | USD 18.39 0.06 0.33% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Bny Mellon is trading at 18.39 as of the 16th of April 2024; that is 0.33% increase since the beginning of the trading day. The fund's open price was 18.33. Bny Mellon has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Bny Mellon Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small cap companies. The advisor currently considers small cap companies to be those companies with market capitalizations that are equal to or less than the market capitalization of the largest company included in the Russell 2000 Index. More on Bny Mellon Small
Bny Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Bny Mellon's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Bny Mellon or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | BNY Mellon Funds, Large Funds, Small Growth Funds, Small Growth, BNY Mellon Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Bny Mellon Small [MISCX] is traded in USA and was established 16th of April 2024. Bny Mellon is listed under BNY Mellon Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of BNY Mellon Funds family. This fund now has accumulated 635.92 M in assets with minimum initial investment of 10 K. Bny Mellon Small is currently producing year-to-date (YTD) return of 0.65%, while the total return for the last 3 years was -4.48%.
Check Bny Mellon Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bny Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bny Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bny Mellon Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bny Mellon Small Mutual Fund Constituents
| ECOM | ChannelAdvisor Corp | Stock | Information Technology |
| GIII | G III Apparel Group | Stock | Consumer Discretionary |
| SAGE | Sage Therapeutic | Stock | Health Care |
| ESNT | Essent Group | Stock | Financials |
| CIEN | Ciena Corp | Stock | Information Technology |
| ARRY | Array TechnologiesInc | Stock | Industrials |
| VIAV | Viavi Solutions | Stock | Information Technology |
Bny Mellon Target Price Odds Analysis
Based on a normal probability distribution, the odds of Bny Mellon jumping above the current price in 90 days from now is about 24.87%. The Bny Mellon Small probability density function shows the probability of Bny Mellon mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Bny Mellon Small has a beta of -0.2121. This indicates as returns on the benchmark increase, returns on holding Bny Mellon are expected to decrease at a much lower rate. During a bear market, however, Bny Mellon Small is likely to outperform the market. Additionally, bny Mellon Small has an alpha of 0.038, implying that it can generate a 0.038 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Bny Mellon to move above the current price in 90 days from now is about 24.87 (This Bny Mellon Small probability density function shows the probability of Bny Mutual Fund to fall within a particular range of prices over 90 days) .
Bny Mellon Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Bny Mellon market risk premium is the additional return an investor will receive from holding Bny Mellon long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Bny Mellon. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Bny Mellon's alpha and beta are two of the key measurements used to evaluate Bny Mellon's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7882 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 |
Bny Mellon Against Markets
Picking the right benchmark for Bny Mellon mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Bny Mellon mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Bny Mellon is critical whether you are bullish or bearish towards Bny Mellon Small at a given time. Please also check how Bny Mellon's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Bny Mellon without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Bny Mutual Fund?
Before investing in Bny Mellon, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Bny Mellon. To buy Bny Mellon fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Bny Mellon. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Bny Mellon fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Bny Mellon Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Bny Mellon Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Bny Mellon Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Bny Mellon Small?
The danger of trading Bny Mellon Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Bny Mellon is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Bny Mellon. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Bny Mellon Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Bny Mellon Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Bny Mellon Small information on this page should be used as a complementary analysis to other Bny Mellon's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.