BNY Mellon Balanced Opportunity FundTHPBX
Type
Mutual fund
Peer group
Allocation
Net assets
$289.9M
Expense ratio
0.90%
1-year return
+13.6%
3 years, a year
+13.8%
5 years, a year
+7.7%
Holdings
447
What it aims to do.
The fund seeks high total return through a combination of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 3.96% |
| United States Treasury Bonds | 2.49% |
| AAPL Apple Inc. | 2.43% |
| AMZN Amazon.com, Inc. | 2.19% |
| United States Treasury Notes | 2.06% |
| GOOG Alphabet Inc. | 1.84% |
| MSFT Microsoft Corp. | 1.83% |
| Dreyfus Institutional Preferred Money Market Funds | 1.57% |
| United States Treasury Notes | 1.52% |
| United States Treasury Bonds | 1.31% |
More on THPBX.
- THPBX overview
- THPBX holdings
- THPBX risk
- THPBX costs
- THPBX money in and out
- THPBX share classes
- Compare THPBX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.