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13.27
+0.01
+0.08%
- Morningstar Rating:
- Total Assets: 434.58M
BNY Mellon Asset Allocation M
13.27
+0.01
+0.08%
- Overview
- Profile
- Historical Data
- Holdings
Bny Mellon Asset Allocation Fund Class M Overview
On this page you'll find an in-depth profile of Bny Mellon Asset Allocation Fund Class M. Learn about the key management, total assets, investment strategy and contact information of MPBLX among other information.
Investment Strategy
The investment seeks long-term growth of principal in conjunction with current income. The advisor currently intends to allocate its assets, directly and/or through investment in the underlying funds, to gain investment exposure to the following asset classes: Large Cap Equities, Small Cap and Mid Cap Equities, Developed International and Global Equities, Emerging Markets Equities, Investment Grade Bonds, High Yield Bonds, Emerging Markets Debt, Diversifying Strategies and Money Market Instruments. The fund may invest in both individual securities and other investment companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alicia Levine | - | 2022 | Now |
| Biography | Alicia Levine is the fund's primary portfolio manager responsible for investment allocation decisions, a position she has held since September 2021. Ms. Levine is Head of Equities, Capital Markets Advisory and Vice Chair for BNY Mellon Wealth Management, an affiliate of BNYM Investment Adviser. She also is an employee of BNYM Investment Adviser and manages the fund in her capacity as an employee of BNYM Investment Adviser. | ||
| Michael Mongelluzzo | Portfolio Manager | 2019 | Now |
| Biography | Mr. Mongelluzzo is a vice president and portfolio manager on the Tax-Managed Equity team at BNY Mellon. He has been employed by The Bank of New York Mellon since 2002; and by BNY Mellon Investment Adviser, Inc. since December 2019. | ||
| John F. Flahive | Senior Portfolio Manager | 2006 | Now |
| Biography | John F. Flahive, CFA, has been employed by Dreyfus since November 1994. He is a senior vice president of The Bank of New York Mellon, which he joined in October 1994. | ||
| Thomas Murphy | Portfolio Manager | 2019 | 2023 |
| Biography | Mr. Murphy has been employed by Dreyfus since June 2010. He is a managing director, Tax-Managed Equity, of The Bank of New York Mellon, which he joined in 1981. | ||
| Jeffrey M. Mortimer | Director | 2013 | 2022 |
| Biography | Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997. | ||
| Syed A. Zamil | co-Portfolio Manager | 2017 | 2019 |
| Biography | Mr. Zamil is a managing director and global investment strategist at Mellon Capital, where he has been employed since October 2015. Prior to joining Mellon Capital, Mr. Zamil was employed from October 2012 until October 2015 by American Century Investments as a portfolio manager and from April 2011 until September 2012 by BlackRock as an investment strategist. | ||
| C. Wesley Boggs | Senior Portfolio Manager | 2015 | 2019 |
| Biography | Mr. Boggs is a vice president and senior portfolio manager at Mellon Capital. Boggs has been with Mellon Capital since 1993, and has been an assistant vice president and senior portfolio manager at Mellon Capital since January 2001. In September 2007, he became dual employees of Dreyfus and Mellon Capital. | ||
| William S. Cazalet | Portfolio Manager | 2015 | 2019 |
| Biography | Mr. Cazalet has been employed by Dreyfus since 2014. He is a managing director and head of active equity strategies at Mellon Capital, where he has been employed since July 2013. Prior to joining Mellon Capital, Mr. Cazalet was employed from November 2011 until June 2013 by Commonfund, Inc. where he was responsible for U.S. west coast and international clients. From October 2005 until December 2010, he served as global co-head of long short equity strategies at AXA Rosenberg, where he was responsible for strategy and portfolio design, product development and marketing. | ||
| Peter D. Goslin | Senior Portfolio Manager | 2015 | 2019 |
| Biography | Peter is a member of Newton’s equity income team. Peter oversees multi-factor equity portfolio management and is responsible for the portfolio management and implementation of systematic equity investment strategies. Peter collaborates with quantitative and fundamental equity researchers to evolve the systematic investment processes and set the research agenda. Peter joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Peter was a senior portfolio manager and trader at Mellon Investments Corporation, Mellon Capital and Mellon Equity Associates (all BNY Mellon group companies). Prior to joining BNY Mellon, Peter worked as a proprietary derivatives trader and NASDAQ market maker for Merrill Lynch in New York. Previously, he ran Merrill’s equity index option desk at the Chicago Mercantile Exchange. Peter has a BS in Finance and Computer Science from St. Vincent College and an MBA in Finance from the University of Notre Dame. He received his CFA designation in 2000 and is a member of the CFA Institute and the CFA Society Pittsburgh. | ||
| Ronald P. Gala | Managing Director | 2013 | 2018 |
| Biography | Team leader and senior portfolio manager for the active equity portfolios Former Principal Officer of Mellon Equity Associates, LLP Member and past president of the CFA Society of Pittsburgh and a member of the CFA Institute | ||
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