DBOZX
BNY Mellon Balanced Opportunity Fund
BNY Mellon Investment Funds VI
Expense ratio1
0.97%
Net assets2
$289.88M
Holdings2
447
Category
US Equity
2025 return3
13.18%

Investment objective & strategy

As of March 27, 2026 · prospectus

Objective. The fund seeks high total return through a combination of capital appreciation and current income.

Strategy. To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. Newton Investment Management North America, LLC (NIMNA), an affiliate of BNY Mellon Investment Adviser Inc., the fund's investment adviser, serves as the fund's sub-adviser responsible for overall asset allocation for the fund and for the portion of the fund's assets allocated to equity investments and fixed-income investments. NIMNA has engaged its affiliate, Newton Investment Management Limited (NIM), to provide the day-to-day management of the portion of the fund's assets allocated to fixed-income investments. NIMNA and NIM select securities for the fund that, in their judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies … To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. Newton Investment Management North America, LLC (NIMNA), an affiliate of BNY Mellon Investment Adviser Inc., the fund's investment adviser, serves as the fund's sub-adviser responsible for overall asset allocation for the fund and for the portion of the fund's assets allocated to equity investments and fixed-income investments. NIMNA has engaged its affiliate, Newton Investment Management Limited (NIM), to provide the day-to-day management of the portion of the fund's assets allocated to fixed-income investments. NIMNA and NIM select securities for the fund that, in their judgment, will result in the highest total return consistent with preservation of principal. The mix of stocks and bonds varies from time to time, but normally the fund allocates between 75% to 50% of its net assets to equities and between 25% and 50% of its net assets to fixed-income securities. NIMNA allocates the fund's assets between equity and fixed- income securities, based on an assessment of the relative return and risk of each asset class, analyzing several factors, including general economic conditions, anticipated future changes in interest rates and the outlook for stocks and fixed-income securities generally. In seeking to achieve a high relative risk-adjusted return on the fund's equity investments, NIMNA creates a broadly diversified equity portfolio for the fund that includes a blend of growth stocks and value stocks. Stock selection is made through extensive quantitative and fundamental research. The fund may invest up to 20% of its net assets in foreign equity securities. For the fixed-income portion of the fund's portfolio, NIM combines a top-down approach, emphasizing economic trends and current investment themes, with bottom-up security selection based on fundamental research to allocate the fund's investments among and within fixed-income asset classes. In constructing the fixed-income portion of the fund's portfolio, NIM looks for what it considers to be the best opportunities in the fixed-income markets at any given time.

Top holdings

As of Feb. 28, 2026 · N-PORT
SecurityTickerValue% of fund
NVIDIA CORP $11.49M 3.96%
US TREASURY N/B $7.23M 2.49%
APPLE INC $7.05M 2.43%
AMAZON.COM INC $6.34M 2.19%
US TREASURY N/B $5.97M 2.06%
ALPHABET INC CL C $5.34M 1.84%
MICROSOFT CORP $5.31M 1.83%
Dreyfus Institutional Preferred Government Plus Money Market Fund $4.54M 1.57%
US TREASURY N/B $4.39M 1.52%
US TREASURY N/B $3.81M 1.31%
View all holdings →

Allocation by sector

As of February 28, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Nov 30, 2025 → Feb 28, 2026
Opened
30
Exited
25
Increased
81
Decreased
188
Unchanged
148

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
Growth and Income Portfolio 52% 0.70%
BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX 43% 0.75%
Destinations Large Cap Equity Fund · DLCFX, DLCZX 40% 0.66%
View all similar funds →

Advisers

As of November 30, 2025 · N-CEN
FirmRole
BNY Mellon Investment Adviser, Inc. Adviser
Newton Investment Management North America, LLC Sub-adviser
Newton Investment Management Limited Sub-adviser

Footnotes

  1. Expense ratio as of March 27, 2026, from the fund's prospectus.
  2. Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).

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