Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
BNY Mellon IP Technology Growth Init
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-05-01  
Maximum Fees
Administrative ---
Management 0.75%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.75%
Expense Ratio 0.78%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.78%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1999-08-31
Mngr Name Robert C. Zeuthen
Mngr Start Date 2022-03-09
Biography
Rob is a member of Newton’s equity research team and is a senior portfolio manager on the small mid cap equity team and the lead portfolio manager for the Mobility Innovation strategy. In addition to portfolio management duties, he is responsible for research coverage of the information technology sector. Rob joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Rob was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Rob worked at Bricoleur Capital leading technology investing for its long/short hedge fund. Rob began his career at Prudential and its subsidiary Jennison Associates, where he helped launch a US small-cap fund and served as an analyst and portfolio manager for global small-cap equities. Rob has a BS with honors in Finance from Boston College. He holds the CFA designation and is a member of the CFA Institute.
Mngr Name Jonathan Piskorowski
Mngr Start Date 2022-10-25
Biography
Jonathan is a member of Newton’s equity research team and is the lead portfolio manager for the Blockchain Innovation strategy. Jonathan is a senior research analyst in the Secular Pod. His coverage responsibilities include fintech, payments and software companies. Jonathan joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Jonathan was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Jonathan was a member of the investment team at Commonfund Capital, where he identified and evaluated private equity and venture capital opportunities on behalf of endowments and foundations. He began his career as an analyst with UBS’s healthcare investment banking group. Jonathan earned a BA in Economics from Dartmouth College and an MBA from MIT Sloan School of Management. He received his CFA designation in 2005 and is a member of the CFA Institute.
Investment Advisor(s)
BNY Mellon Investment Adviser, Inc
Web Site
www.dreyfus.com
Issuer
BNY Mellon
Subadvisor(s)
Newton Investment Management North America, LLC
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