BNY Mellon Opportunistic Midcap Value Fund Class I is a mutual fund that primarily targets capital preservation and long-term appreciation by investing in a diversified portfolio of U.S. companies with mid-sized market capitalizations exhibiting value characteristics. The fund is generally structured to allocate at least 80% of its net assets to midcap equities, focusing on firms recognized for their potential undervaluation relative to their fundamental prospects. The investment team applies both quantitative and fundamental research to identify opportunities, emphasizing individual stock selection to uncover companies trading below intrinsic value. This approach aims to outperform the Russell Midcap® Value Index, which serves as a primary performance benchmark for the fund. The portfolio is typically diversified across multiple sectors, such as industrials, utilities, technology, basic materials, and healthcare, reflecting the dynamic nature of the midcap segment. The fund’s net expense ratio is 0.97% as of the latest reporting, positioning it in line with its category peers. BNY Mellon Opportunistic Midcap Value Fund Class I serves investors seeking exposure to the growth potential and risk diversification of midcap value stocks within the broader U.S. equity market.
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