About BOSYX
BNY Mellon Small Cap Value Fund Class Y is a mutual fund that seeks to provide long-term capital appreciation by investing primarily in the equity securities of small-capitalization U.S. companies. The fund focuses on identifying undervalued businesses, aiming to capture growth opportunities within the small-cap segment of the market. With a value-oriented investment approach, it typically targets companies considered to be trading below their intrinsic worth based on fundamental analysis.
Diversification across sectors is a notable feature, with significant allocations to areas such as financial services, industrials, communication services, healthcare, and basic materials. The fund’s top holdings often include regional banks, specialty industrial firms, and emerging companies positioned for growth within their respective industries.
The fund is designed to appeal to investors seeking exposure to smaller U.S. companies, which can offer higher growth potential compared to larger firms, albeit with increased volatility. Its role in the market is to provide a disciplined, value-based strategy within small-cap equities, complementing broader portfolio allocations focused on different asset classes or company sizes.
Fund Family BNY Mellon
Category Small Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BOSYX
Share Class Class Y
Index Russell 2000 Value TR
BOSYX had a total return of 12.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.76%.
