About STSVX
BNY Mellon Small Cap Value Fund Class I is a mutual fund focused on long-term growth of capital by investing primarily in equity securities of small U.S. companies. The fund adheres to a small-cap value strategy, which targets businesses deemed undervalued relative to their intrinsic worth, often identified through strong management, robust fundamentals, and above-average growth or profitability. At least 80% of its net assets are allocated to these small-cap opportunities, providing diversification across sectors such as financial services, industrials, and healthcare. With an inception date of February 1, 2000, the fund maintains a diversified portfolio, holding over 100 companies, and is structured for institutional investors, reflected in its Class I designation. Its expense ratio is competitive within the small-cap value category, supporting cost efficiency for investors. BNY Mellon Small Cap Value Fund Class I plays a significant role in the financial market by offering exposure to smaller companies, which can provide potential for capital appreciation and portfolio diversification, particularly for those seeking to complement larger-cap or growth-oriented holdings.
Fund Family BNY Mellon
Category Small Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol STSVX
Share Class Class I
Index Russell 2000 Value TR
STSVX had a total return of 12.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.67%.
