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BNY Mellon Municipal Opportunities Fund Class M – MOTMX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
13.30-0.01 (-0.08%)12.73 - 13.410.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - MOTMX

The investment seeks to maximize total return consisting of high current income exempt from federal income tax and capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in U.S. dollar-denominated fixed-income securities that provide income exempt from federal income tax (municipal bonds). It may invest up to 20% of its assets in taxable fixed-income securities, including taxable municipal bonds and non-U.S. dollar-denominated foreign debt securities such as Brady bonds and sovereign debt obligations. The fund is non-diversified.

Growth of $10,000 (10 Years)

Total Return9.91%
Yield (Trailing 12 Mo.)3.50%
Expense Ratio0.71%
Front LoadNone
Deferred LoadNone
Minimum Investment$10,000
Management Tenure6 Years
Fund Inception10/15/2008

Trailing Total Returns - MOTMX

as of 02/28/2015
TimeframeMOTMXS&P 500Muni National Interm
1 Month-0.80%5.75%-0.90%
3 Month1.46%2.31%0.89%
1 Year8.42%15.51%4.69%
3 Year4.96%18.00%2.79%
5 Year6.37%16.18%4.11%
10 Year--7.99%3.84%
Since Inception9.91%10.71%--

Sector Allocation - MOTMX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MOTMX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.20B
Total Stock Holdings0
Total Bond Holdings268

Bond Credit Quality - MOTMX

as of 02/28/2015
Below B0.59%
Not Rated2.22%

Top Ten Holdings - MOTMX

as of 02/28/2015
CompanyYTD Return% of Assets
Maryland St Go Bds 4%--3.93%
North Tex Twy Auth 5.5%--3.06%
New York N Y Go Bds 5%--2.26%
Univ Calif Revs For Prev Rev Bds 5%--2.13%
Miami-Dade Cnty Fla Seaport Re Rev 5.5%--2.12%
New York St Engy Resh & Dev Rev B 3.245%--2.06%
Austin Tex Wtr & Wastewater Sy Ref Bd 5%--2.05%
New Jersey Econ Dev Auth 5%--1.92%
North Carolina Eastn Mun Pwr A Rev Re 5%--1.65%
Texas Private Activity Bd Surf Rev Bd 7%--1.60%

Valuation & Growth - MOTMX

as of 02/28/2015
ValuationMOTMXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MOTMX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - MOTMX, 3 Year Avg

Pretax Return4.96%
Tax-adjusted Return4.69%
Tax Cost Ratio0.26%
Potential Cap Gains4.49%

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