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THPBX BNY Mellon Balanced Opportunity J Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN).

Industry description

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.

Market Cap

The average market capitalization across the BNY Mellon Balanced Opportunity J MF is 2.47T. The market cap for tickers in the group ranges from 1.87T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AMZN at 1.87T.

Volume

The average weekly volume growth across all stocks in the BNY Mellon Balanced Opportunity J MF was 23%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 83
P/E Growth Rating: 70
Price Growth Rating: 41
SMR Rating: 26
Profit Risk Rating: 14
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Dreyfus Manager Funds II200 Park AvenueNew York
Phone
N/A
Web
www.dreyfus.com
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THPBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, THPBX has been closely correlated with RLBBX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if THPBX jumps, then RLBBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To THPBX
1D Price
Change %
THPBX100%
-0.34%
RLBBX - THPBX
89%
Closely correlated
-0.18%
VBIAX - THPBX
88%
Closely correlated
-0.13%
VBINX - THPBX
88%
Closely correlated
-0.13%
VBAIX - THPBX
87%
Closely correlated
-0.11%
PRWCX - THPBX
87%
Closely correlated
-0.03%
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