Morningstar

BNY Mellon Mutual Funds

View all of BNY Mellon’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

BNY Mellon Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
BNY Mellon Corporate Bond InvestorBYMIXCorporate Bond6.49%100.830%HighNo Load$10,000
BNY Mellon Corporate Bond MBYMMXCorporate Bond6.72%40.580%AverageNo Load$10,000
BNY Mellon Dynamic Value Fund ADAGVXLarge Value17.26%280.930%Below AverageFront Load$1,000
BNY Mellon Dynamic Value Fund CDCGVXLarge Value16.57%381.680%AverageLevel Load$1,000
BNY Mellon Dynamic Value Fund IDRGVXLarge Value17.46%260.680%AverageInstitutional$1,000
BNY Mellon Dynamic Value Fund YDRGYXLarge Value17.51%260.640%Below AverageInstitutional$0
BNY Mellon Equity Income Fund ADQIAXLarge Value23.63%21.030%AverageFront Load$1,000
BNY Mellon Equity Income Fund CDQICXLarge Value22.95%21.780%AverageLevel Load$1,000
BNY Mellon Equity Income Fund IDQIRXLarge Value23.85%10.780%Above AverageInstitutional$1,000
BNY Mellon Equity Income Fund YDQIYXLarge Value23.88%10.760%Above AverageInstitutional$1.0 Mil
BNY Mellon Floating Rate Income IDFLIXBank Loan—7.19%20.750%AverageInstitutional$1,000
BNY Mellon Floating Rate Income YDFLYXBank Loan—7.20%20.710%Below AverageInstitutional$1.0 Mil
BNY Mellon Global Fixed Income - ISDGIXGlobal Bond-USD Hedged5.71%130.540%Below AverageInstitutional$1,000
BNY Mellon Global Fixed Income - YDSDYXGlobal Bond-USD Hedged5.78%120.470%LowInstitutional$1.0 Mil
BNY Mellon Municipal Opportunities MMOTMXMuni National Interm—4.28%40.670%Above AverageNo Load$10,000
BNY Mellon Natural Resources YDLDYXNatural Resources7.32%600.800%Below AverageInstitutional$1.0 Mil
BNY Mellon Worldwide Growth IDPWRXGlobal Large-Stock Growth10.31%860.930%Above AverageInstitutional$1,000
BNY Mellon Worldwide Growth YDPRIXGlobal Large-Stock Growth10.40%850.820%AverageInstitutional$1.0 Mil

BNY Mellon Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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