BNY Mellon Income Stock Fund Class C is a large value mutual fund that seeks total return by combining capital appreciation with income generation. The fund primarily invests at least 80% of its assets in equities, focusing on dividend-paying stocks and using a disciplined investment process that blends computer modeling, fundamental analysis, and risk management. While it emphasizes value-oriented holdings, it also has flexibility to invest in growth stocks and companies of any market capitalization, though large-cap firms dominate its portfolio. Notable sector allocations include financial services, technology, healthcare, industrials, and consumer cyclical sectors, with top holdings such as AT&T, Cisco Systems, and Bank of America. Managed by Newton Investment Management North America, LLC, the fund distributes income monthly and is characterized by an above-average expense ratio and higher turnover rate compared to peers. BNY Mellon Income Stock Fund Class C plays a role in providing investors access to a diversified, actively managed portfolio designed for growth and income within the broader large value segment of the equity market.
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