DRRIX

About DRRIX

BNY Mellon Global Real Return Fund Class I is an actively managed multi‑asset mutual fund designed to deliver total return with lower volatility than major equity markets. It allocates dynamically across global equities, fixed income, cash, and select alternative exposures, employing derivatives such as currency forwards and futures to manage risk and express macro views. The strategy emphasizes absolute or real return objectives, balancing capital preservation with growth by shifting weights among asset classes and regions, including both developed and emerging markets. Notable portfolio elements have included U.S. Treasuries, cash equivalents, commodity-linked vehicles, and currency positions, reflecting a diversified toolkit aimed at navigating varying market regimes. Classified in the tactical allocation category, the fund’s institutional share class features a below-average distribution fee profile and seeks to moderate drawdowns while maintaining return potential through active positioning and risk management. Its role in the market is to serve as a flexible core or complement in diversified portfolios, offering broad global exposure with a measured risk stance and a process calibrated to deliver steadier return streams across cycles.