Dreyfus Balanced Opportunity Fund Quote
| THPBX Fund | USD 24.17 0.12 0.50% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Dreyfus Balanced is trading at 24.17 as of the 30th of January 2025; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 24.05. Dreyfus Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
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. More on Dreyfus Balanced Opportunity
Moving together with Dreyfus Mutual Fund
Dreyfus Mutual Fund Highlights
| Fund Concentration | BNY Mellon Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, BNY Mellon (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Dreyfus Balanced Opportunity [THPBX] is traded in USA and was established 30th of January 2025. Dreyfus Balanced is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of BNY Mellon family. This fund at this time has accumulated 279.9 M in assets with no minimum investment requirementsDreyfus Balanced Opp is currently producing year-to-date (YTD) return of 3.32% with the current yeild of 0.01%, while the total return for the last 3 years was 7.03%.
Check Dreyfus Balanced 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 Dreyfus 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 Dreyfus 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 Dreyfus Balanced Opportunity 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 Dreyfus Balanced Opportunity Mutual Fund Constituents
| VZ | Verizon Communications | Stock | Communication Services | |
| VMC | Vulcan Materials | Stock | Materials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| MRK | Merck Company | Stock | Health Care | |
| LLY | Eli Lilly and | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| SPY | SPDR SP 500 | Etf | Large Blend |
Dreyfus Balanced Opp Risk Profiles
| Mean Deviation | 0.4944 | |||
| Standard Deviation | 0.8334 | |||
| Variance | 0.6945 | |||
| Risk Adjusted Performance | (0.02) |
Dreyfus Balanced Against Markets
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Balanced financial ratios help investors to determine whether Dreyfus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dreyfus with respect to the benefits of owning Dreyfus Balanced security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities |