Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
BNY Mellon IP MidCap Stock Init
Release date as of 2024-02-29. 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 0.80%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.86%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-05-01 0.06
  Management
Inception Date: 1998-05-01
Mngr Name Peter D. Goslin
Mngr Start Date 2017-03-09
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.
Investment Advisor(s)
BNY Mellon Investment Adviser, Inc
Web Site
www.dreyfus.com
Issuer
BNY Mellon
Subadvisor(s)
Newton Investment Management North America, LLC
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
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.