BNY Mellon Select Managers Small Cap Growth Fund
BNY Mellon Strategic Funds, Inc.
Expense ratio
Net assets1
$88.15M
Holdings1
265
Category
US Equity
Return

Investment objective & strategy

As of Sept. 26, 2023 · prospectus

Objective. The fund seeks capital appreciation.

Strategy. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. The fund currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000 Growth Index, the fund's benchmark index. The fund's portfolio is constructed so as to have a growth tilt. The fund may invest up to 15% of its net assets in foreign securities (i.e., securities issued by companies organized under the laws of countries other than the U.S.). The fund uses a "multi-manager" approach by selecting one or more sub-advisers to manage the fund's assets. The fund may … To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. The fund currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000 Growth Index, the fund's benchmark index. The fund's portfolio is constructed so as to have a growth tilt. The fund may invest up to 15% of its net assets in foreign securities (i.e., securities issued by companies organized under the laws of countries other than the U.S.). The fund uses a "multi-manager" approach by selecting one or more sub-advisers to manage the fund's assets. The fund may hire, terminate or replace sub-advisers and modify material terms and conditions of sub-advisory arrangements without shareholder approval. The fund's assets are currently allocated among six sub-advisers, each of which acts independently of the others and uses its own methodology to select portfolio investments.

Top holdings

As of May 31, 2024 · N-PORT
SecurityTickerValue% of fund
Dreyfus Institutional Preferred Government Plus Money Market Fund $11.34M 12.86%
ONTO INNOVATION INC $1.60M 1.81%
CONSTRUCTION PARTNERS INC CL A $1.50M 1.71%
RBC BEARINGS INC $1.28M 1.45%
TEXAS ROADHOUSE INC $1.24M 1.41%
KINSALE CAPITAL GROUP INC $1.16M 1.31%
EXPONENT INC $1.09M 1.24%
Dreyfus Institutional Preferred Government Plus Money Market Fund $1.02M 1.16%
EXLSERVICE HOLDINGS INC $1.01M 1.15%
DESCARTES SYS $1.00M 1.14%
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Allocation by sector

As of May 31, 2024 · N-PORT
View portfolio breakdown →

Portfolio moves

Feb 29, 2024 → May 31, 2024
Opened
80
Exited
172
Increased
27
Decreased
158
Unchanged
2

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.

View portfolio moves →

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Footnotes

  1. Net assets and holdings count as of May 31, 2024, from the fund's N-PORT filing.

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