| BNY Mellon IP MidCap Stock Init |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.75%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.75%
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| Expense Ratio |
0.80%
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(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
0.87%
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Type |
Date |
% |
| ExpenseRatio |
Contractual |
2025-05-01 |
0.07 |
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| Inception Date: 1998-05-01 |
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| Mngr Name |
Peter D. Goslin |
| Mngr Start Date |
2017-03-09 |
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| Biography |
| Peter is a member of Newton’s equity income team. Peter oversees multi-factor equity portfolio management and is responsible for the portfolio management and implementation of systematic equity investment strategies. Peter collaborates with quantitative and fundamental equity researchers to evolve the systematic investment processes and set the research agenda.
Peter 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, Peter was a senior portfolio manager and trader at Mellon Investments Corporation, Mellon Capital and Mellon Equity Associates (all BNY Mellon group companies).
Prior to joining BNY Mellon, Peter worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch in New York. Previously, he ran Merrill’s equity index option desk at the Chicago Mercantile Exchange.
Peter has a BS in Finance and Computer Science from St. Vincent College and an MBA in Finance from the University of Notre Dame. He received his CFA designation in 2000 and is a member of the CFA Institute and the CFA Society Pittsburgh. |
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| BNY Mellon Investment Adviser, Inc |
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| Newton Investment Management North America, LLC |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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