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BNY Mellon Investment Funds I

CIK: 0000799295 Equity
Report date: 2026-02-25
AUM $224M
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-25

About this Fund

BNY Mellon Investment Funds I is a renowned mutual fund company that specializes in providing a diverse range of investment solutions to cater to the varied needs of its clients, thereby facilitating effective asset management and wealth creation. As a leading player in the mutual fund industry, the company offers a broad spectrum of funds, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their investment objectives and risk tolerance. By leveraging its expertise in investment management, BNY Mellon Investment Funds I enables investors to navigate the complexities of the financial markets and make informed decisions about their investments, whether they are seeking long-term growth, income generation, or capital preservation. The company's investment approach is centered around a rigorous research process, which involves a thorough analysis of market trends, economic indicators, and company-specific factors to identify potential opportunities for growth and returns. This disciplined approach, combined with a strong focus on risk management, has earned the trust of investors who are seeking a reliable partner to manage their investments and help them achieve their financial goals. BNY Mellon Investment Funds I also offers a systematic investment plan, or SIP, which allows investors to invest a fixed amount of money at regular intervals, providing a disciplined approach to investing and helping to reduce the impact of market volatility on their investments. By providing a range of investment options and a flexible investment approach, the company caters to the needs of a diverse range of investors, from individual investors to institutional clients, and helps them to create a customized portfolio that meets their unique investment requirements. The company's key strengths lie in its experienced team of investment professionals, who bring a deep understanding of the markets and a proven track record of delivering strong investment performance. BNY Mellon Investment Funds I is also committed to providing exceptional customer service, with a dedicated team of professionals who are available to provide guidance and support to investors at every stage of their investment journey. This commitment to investor satisfaction, combined with a strong focus on investment performance and risk management, has earned the company a reputation as a trusted and reliable partner in the mutual fund industry. As a result, investors trust BNY Mellon Investment Funds I to manage their investments and help them achieve their long-term financial goals, whether they are seeking to build wealth, generate income, or preserve their capital. With its strong investment capabilities, diverse range of funds, and commitment to investor satisfaction, BNY Mellon Investment Funds I is well-positioned to meet the evolving needs of investors in an increasingly complex and dynamic investment landscape.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

5 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AZN AstraZeneca PLC Since 2026-05-10 — Equity (Common)
1.21%
 $2.70 14,681
2 SW Smurfit WestRock PLC Since 2026-05-10 — Equity (Common)
2.10%
 $4.70 121,916
3 NVO Novo Nordisk A/S Since 2026-05-10 — Equity (Common)
0.63%
 $1.41 27,599
4 HSBC HSBC Holdings PLC Since 2026-05-10 — Equity (Common)
2.05%
 $4.58 292,437
5 HSBC HSBC Holdings PLC Since 2026-05-10 — Equity (Common)
0.67%
 $1.50 95,600
Frequently Asked Questions — BNY Mellon Investment Funds I
What type of mutual fund is BNY Mellon Investment Funds I?
BNY Mellon Investment Funds I is a SEC-registered Equity fund, with $224M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, BNY Mellon Investment Funds I holds 5 portfolio positions, all detailed in the holdings table on this page.
What are BNY Mellon Investment Funds I's assets under management (AUM)?
BNY Mellon Investment Funds I has $224M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are BNY Mellon Investment Funds I's top holdings?
According to BNY Mellon Investment Funds I's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AstraZeneca PLC, Smurfit WestRock PLC, Novo Nordisk A/S , among others. The complete list of all 5 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is BNY Mellon Investment Funds I's expense ratio?
Expense ratio data for BNY Mellon Investment Funds I is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find BNY Mellon Investment Funds I's SEC filings?
BNY Mellon Investment Funds I is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000799295. You can access all of BNY Mellon Investment Funds I's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000799295). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is BNY Mellon Investment Funds I's holdings data on StockSifting?
Holdings data for BNY Mellon Investment Funds I on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.