BNY Mellon Focused Equity Opportunities Fund (MFOMX) Research

This fund primarily allocates a substantial portion of its capital, specifically at least 80% of its net assets and any leveraged funds, to common stocks. It maintains a concentrated portfolio, typically holding shares in about 25 to 30 companies that the investment adviser identifies as having strong prospects for sustained long-term earnings expansion. While it has the flexibility to invest across all market capitalizations, its primary focus remains on well-established, large-capitalization companies. The portfolio is predominantly weighted towards U.S. equities; however, it permits an allocation of up to 25% of its assets to international stocks, which can include holdings in emerging markets. Notably, the fund operates as a non-diversified investment vehicle.

Market snapshot

Symbol
MFOMX
Price
$14.75
Day change
0.00%
Market cap
$69.4M
52-week range
13.15-16.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Dana Large Cap Equity Fund (DLCEX)
  • Fidelity Global High Income Fd (FGHNX)
  • Green Owl Intrinsic Value Fund (GOWLX)
  • Invesco High Income 2024 Target Term Fund (IHTA)
  • Nuveen Corporate Income 2023 Target Term Fund (JHAA)
  • Nuveen Preferred and Income Fund (JPT)
  • Victory Integrity Discovery Fund (MMEYX)
  • Tortoise Energy Independence Fund, Inc. (NDP)

Open BNY Mellon Focused Equity Opportunities Fund (MFOMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.