BNY Mellon Funds Trust - BNY Mellon Small/Mid Cap Multi-Strategy Fund (MMCMX)
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BNY Mellon Funds Trust - BNY Mellon Small/Mid Cap Multi-Strategy Fund
Bny Mellon Fds Trust
200 Park Avenue
New York NY 10166
800-373-9387
Management information
John R Porter,Lead manager since 8 March 2017
John R. Porter III Executive Vice President, Active Equity CIO. John is the firm's Active
Equity CIO. In this role, he oversees the US Large Cap Value strategies and team as well
as strategies managed by global research analysts, including US Large Cap Growth Equity.
John is also the head of the US Small Mid Cap Equity investment team and is the lead
portfolio manager on the US Small Cap Growth Equity strategies. Prior to joining the firm,
John served as president and chair of the investment committee at Seaward Management.
Before Seaward Management, John was the founder and Chief Investment Officer of JP3
Capital management LLC, where he managed a concentrated long/short portfolio focused
on the technology, consumer and energy sectors. Prior to JP3, he spent 15 years at Fidelity
Investments in various portfolio manager and research roles. John received a BS and MS
in Aerospace Engineering from the University of Michigan and an MBA from University of
Chicago.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyBNY Mellon Funds
Net assets96.07M
YTD return7.05%
Yield0.00%
Morningstar rating★
Inception date29 Sept 2009
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover57.41%
Average for categoryN/A
Fees and expenses
ExpenseMMCMXCategory average
Annual report expense ratio (net)0.95%1.09%
Prospectus net expense ratio0.95%N/A
Prospectus gross expense ratio0.95%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection303N/A
5-yr expense projection525N/A
10-yr expense projection1,166N/A
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