The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA).
The investment seeks high total return through a combination of capital appreciation and current income.
To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. The managers select securities that, in the portfolio managers' judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies from time to time, but normally the fund allocates between 25% and 50% of its assets to fixed-income securities and between 75% to 50% of its assets to equities.
The average market capitalization across the BNY Mellon Balanced Opportunity I MF is 1.07T. The market cap for tickers in the group ranges from 1.12T to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is NVDA at 1.12T.
The average weekly volume growth across all stocks in the BNY Mellon Balanced Opportunity I MF was 1%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 41
Price Growth Rating: 33
SMR Rating: 43
Profit Risk Rating: 15
Seasonality Score: -1 (-100 ... +100)