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BNY Mellon Investment Funds IV, Inc.

CIK: 0000819940 Equity
Report date: 2026-04-24
AUM $584M
Expense Ratio —
Category Equity
State —
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-24

About this Fund

BNY Mellon Investment Funds IV, Inc. is a leading mutual fund company that specializes in providing a diverse range of investment solutions to individual and institutional investors. As a premier asset management firm, the company offers a broad spectrum of mutual funds that cater to various investment objectives and risk tolerance levels. With a robust portfolio of equity, debt, hybrid, and money market funds, BNY Mellon Investment Funds IV, Inc. enables investors to create a tailored investment strategy that aligns with their financial goals. The company's investment approach is centered around a disciplined and research-driven process, which involves a thorough analysis of market trends, economic conditions, and company-specific factors to identify potential growth opportunities. By leveraging the expertise of its experienced investment team, BNY Mellon Investment Funds IV, Inc. strives to deliver consistent long-term performance and help investors achieve their wealth management objectives. The company's investor-centric approach focuses on providing a seamless and transparent investment experience, with a range of services including systematic investment plans (SIP) that allow investors to invest a fixed amount of money at regular intervals, thereby promoting a disciplined approach to wealth creation. With a strong commitment to risk management and a rigorous investment process, BNY Mellon Investment Funds IV, Inc. has established itself as a trusted partner for investors seeking to navigate the complexities of the financial markets. The company's reputation for integrity, expertise, and customer service has earned the trust of investors, who appreciate the value of its comprehensive investment solutions and personalized support. By offering a flexible and adaptive investment approach, BNY Mellon Investment Funds IV, Inc. empowers investors to take control of their financial futures and make informed decisions about their investment portfolios. As a seasoned player in the asset management industry, the company continues to innovate and expand its product offerings, ensuring that investors have access to a wide range of investment options that cater to their evolving needs and preferences. With its robust investment capabilities, dedication to customer satisfaction, and unwavering commitment to excellence, BNY Mellon Investment Funds IV, Inc. has solidified its position as a leading mutual fund company, providing investors with a trusted platform to achieve their long-term investment goals.

Holdings

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

9 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 LUMN Lumen Technologies Inc Since 2026-05-10 156700AM8 Debt
0.08%
 $0.48 500,000
2 HOLX Hologic, Inc. Since 2026-05-10 — LON
0.49%
 $2.87 2,900,000
3 LUMN Lumen Technologies Inc Since 2026-05-10 550241AA1 Debt
0.16%
 $0.96 1,000,000
4 MERC Mercer International Inc. Since 2026-05-10 588056BC4 Debt
0.12%
 $0.70 1,000,000
5 DXPE DXP Enterprises Inc Since 2026-05-10 23338DAS5 LON
0.66%
 $3.88 3,851,029
6 HOLX Hologic, Inc. Since 2026-05-10 — LON
0.30%
 $1.77 1,500,000
7 JBLU Jetblue Airways Corporation Since 2026-05-10 — LON
0.42%
 $2.47 2,548,526
8 CMCO Columbus McKinnon Corporation Since 2026-05-10 19933MAS2 LON
0.26%
 $1.54 1,546,000
9 RIOT Riot Platforms Inc Since 2026-05-10 767292AB1 Debt
0.12%
 $0.68 500,000
Frequently Asked Questions — BNY Mellon Investment Funds IV, Inc.
What type of mutual fund is BNY Mellon Investment Funds IV, Inc.?
BNY Mellon Investment Funds IV, Inc. is a SEC-registered Equity fund, with $584M 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 IV, Inc. holds 9 portfolio positions, all detailed in the holdings table on this page.
What are BNY Mellon Investment Funds IV, Inc.'s assets under management (AUM)?
BNY Mellon Investment Funds IV, Inc. has $584M 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 IV, Inc.'s top holdings?
According to BNY Mellon Investment Funds IV, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Lumen Technologies Inc, Hologic, Inc., Lumen Technologies Inc , among others. The complete list of all 9 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 IV, Inc.'s expense ratio?
Expense ratio data for BNY Mellon Investment Funds IV, Inc. 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 IV, Inc.'s SEC filings?
BNY Mellon Investment Funds IV, Inc. 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 0000819940. You can access all of BNY Mellon Investment Funds IV, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000819940). 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 IV, Inc.'s holdings data on StockSifting?
Holdings data for BNY Mellon Investment Funds IV, Inc. 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.