Dreyfus Balanced is trading at 25.67 as of the 30th of November 2024; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 25.56. Dreyfus Balanced has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Dreyfus Balanced Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. The managers select securities that, in the portfolio managers judgment, will result in the highest total return consistent with preservation of principal. More on Dreyfus Balanced Opportunity
Dreyfus Balanced Opportunity [THPBX] is traded in USA and was established 30th of November 2024. Dreyfus Balanced is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of BNY Mellon family. This fund at this time has accumulated 279.9 M in assets with no minimum investment requirementsDreyfus Balanced Opp is currently producing year-to-date (YTD) return of 15.33% with the current yeild of 0.01%, while the total return for the last 3 years was 4.64%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dreyfus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dreyfus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dreyfus Balanced Opportunity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dreyfus Balanced Opportunity Mutual Fund Constituents
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Balanced financial ratios help investors to determine whether Dreyfus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dreyfus with respect to the benefits of owning Dreyfus Balanced security.