| 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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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Average |
Above Avg |
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403 |
| 5-Year |
Average |
Above Avg |
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365 |
| 10-Year |
Below Avg |
Average |
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253 |
| Overall |
Average |
Above Avg |
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403 |
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Morningstar Category: Mid-Cap Blend | Number of Funds in Category:
403 |
| Data through 2024-10-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
20.71 |
| Mean |
5.01 |
| Sharpe Ratio |
0.15 |
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Trailing 3-Yr as of 2024-10-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Russell Mid Cap TR USD |
| R-Squared |
96 |
| Beta |
1.05 |
| Alpha |
1.58 |
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Trailing 3-Yr as of 2024-10-31 |
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| Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Market/Market Volatility, Equity Securities, Management, Mid-Cap |
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| Show Risk Definitions |
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| Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies. |
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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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