Bny Mellon Focused Fund Ten Year Return
MFOMXDelisted Fund | USD 14.69 0.00 0.00% |
Bny Mellon Focused fundamentals help investors to digest information that contributes to Bny Mellon's financial success or failures. It also enables traders to predict the movement of Bny Mutual Fund. The fundamental analysis module provides a way to measure Bny Mellon's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bny Mellon mutual fund.
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Bny Mellon Focused Mutual Fund Ten Year Return Analysis
Bny Mellon's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bny Mellon Ten Year Return | 12.46 % |
Most of Bny Mellon's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Bny Mellon Focused is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Bny Mellon Focused has a Ten Year Return of 12.46%. This is much higher than that of the BNY Mellon Funds family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Bny Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bny Mellon's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bny Mellon could also be used in its relative valuation, which is a method of valuing Bny Mellon by comparing valuation metrics of similar companies.Bny Mellon is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Bny Mellon
The fund invests 99.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.03%) .Asset allocation divides Bny Mellon's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Bny Fundamentals
Price To Earning | 21.39 X | |||
Price To Book | 2.50 X | |||
Price To Sales | 2.00 X | |||
Total Asset | 270.82 M | |||
One Year Return | 10.31 % | |||
Three Year Return | 9.15 % | |||
Five Year Return | 9.56 % | |||
Ten Year Return | 12.46 % | |||
Net Asset | 270.82 M | |||
Last Dividend Paid | 0.15 | |||
Cash Position Weight | 0.03 % | |||
Equity Positions Weight | 99.97 % |
About Bny Mellon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bny Mellon Focused's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bny Mellon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bny Mellon Focused based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Consideration for investing in Bny Mutual Fund
If you are still planning to invest in Bny Mellon Focused check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Bny Mellon's history and understand the potential risks before investing.
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