BNY Mellon Investment Funds V, Inc.

Q: What type of mutual fund is BNY Mellon Investment Funds V, Inc.?

BNY Mellon Investment Funds V, Inc. is a SEC-registered Equity mutual fund with $313M 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 but historically offer stronger long-term returns compared to fixed income or money market funds. As of its latest SEC N-PORT filing, BNY Mellon Investment Funds V, Inc. holds 30 portfolio positions, all of which are detailed in the holdings table on this page. All data is sourced directly from SEC EDGAR filings and displayed free of charge on StockSifting.

Q: How current is BNY Mellon Investment Funds V, Inc.'s holdings data on StockSifting?

Holdings data for BNY Mellon Investment Funds V, 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' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0000881773 Equity

Report date: 2026-03-25

AUM $313M

Expense Ratio —

Category Equity

State MD

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-03-25

About this Fund

BNY Mellon Investment Funds V, Inc. is a leading mutual fund company that specializes in providing a wide range of investment solutions to individual and institutional investors. As a renowned asset management firm, the company offers a diverse portfolio of mutual funds that cater to various investment objectives and risk tolerance levels. With a strong focus on wealth management, BNY Mellon Investment Funds V, Inc. empowers investors to achieve their long-term financial goals through a systematic investment plan, or SIP, that allows them to invest a fixed amount of money at regular intervals. The company's mutual fund offerings include equity funds, debt funds, hybrid funds, and other specialized funds that are designed to meet the unique needs of its investors. By leveraging its expertise in investment management, BNY Mellon Investment Funds V, Inc. helps investors build a well-diversified portfolio that is tailored to their individual investment goals and risk profiles. The company's investor-centric approach is built on a foundation of transparency, trust, and exceptional customer service. With a deep understanding of the complexities of the investment landscape, BNY Mellon Investment Funds V, Inc. is committed to providing its investors with access to a broad range of investment products and services that are designed to help them navigate the markets with confidence. The company's experienced team of investment professionals works closely with investors to understand their unique needs and objectives, and develops customized investment solutions that are tailored to their specific goals and risk tolerance levels. By combining its expertise in asset management with a passion for delivering exceptional investor outcomes, BNY Mellon Investment Funds V, Inc. has established itself as a trusted partner for investors who are seeking to achieve long-term financial success. One of the key strengths of BNY Mellon Investment Funds V, Inc. is its ability to provide investors with access to a wide range of investment strategies and products that are designed to meet their evolving needs. The company's mutual funds are managed by a team of experienced investment professionals who have a deep understanding of the markets and a proven track record of delivering strong investment performance. With a strong commitment to risk management and a focus on long-term sustainability, BNY Mellon Investment Funds V, Inc. is dedicated to helping its investors achieve their financial goals while minimizing risk. By investing in the company's mutual funds, investors can benefit from the expertise of a seasoned asset management team and gain access to a diverse range of investment opportunities that are designed to help them achieve long-term financial success. As a result, BNY Mellon Investment Funds V, Inc. has become a trusted name in the investment industry, and is widely recognized for its commitment to delivering exceptional investment outcomes and exceptional customer service. The company's reputation for excellence is built on a foundation of integrity, transparency, and a deep commitment to its investors. With a long history of providing investment solutions to individual and institutional investors, BNY Mellon Investment Funds V, Inc. has established itself as a leader in the asset management industry. The company's mutual funds are designed to provide investors with a convenient and cost-effective way to invest in a wide range of asset classes, from equities and fixed income to alternatives and other specialized investments. By offering a broad range of investment products and services, BNY Mellon Investment Funds V, Inc. is able to meet the diverse needs of its investors and provide them with the tools and resources they need to achieve their long-term financial goals. Whether investors are seeking to grow their wealth, generate income, or preserve their capital, the company's mutual funds offer a flexible and convenient way to invest in the markets and achieve their objectives. With its strong reputation, commitment to excellence, and focus on delivering exceptional investor outcomes, BNY Mellon Investment Funds V, Inc. is a trusted partner for investors who are seeking to achieve long-term financial success.

Holdings

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

30 positions

#	Security Name	CUSIP	Asset Type	Weight %	Value ($M)	Quantity
1	ESS Essex Property Trust Inc Since 2026-05-10	297178105	Equity (Common)	0.56%	$1.74	6,920
2	SBRA Sabra Health Care REIT Inc Since 2026-05-10	78573L106	Equity (Common)	0.39%	$1.23	65,410
3	BXP BXP Inc Since 2026-05-10	101121101	Equity (Common)	0.48%	$1.49	23,050
4	DOC Healthpeak Properties Inc Since 2026-05-10	42250P103	Equity (Common)	0.31%	$0.96	55,820
5	NHI National Health Investors Inc Since 2026-05-10	63633D104	Equity (Common)	0.76%	$2.39	29,130
6	COLD Americold Realty Trust Inc Since 2026-05-10	03064D108	Equity (Common)	0.18%	$0.58	46,680
7	VICI VICI Properties Inc Since 2026-05-10	925652109	Equity (Common)	0.70%	$2.18	77,780
8	UDR UDR Inc Since 2026-05-10	902653104	Equity (Common)	1.94%	$6.08	163,750
9	AHR American Healthcare REIT Inc Since 2026-05-10	398182303	Equity (Common)	1.08%	$3.37	71,850
10	BNL Broadstone Net Lease Inc Since 2026-05-10	11135E203	Equity (Common)	0.53%	$1.66	89,510
11	SPG Simon Property Group Inc Since 2026-05-10	828806109	Equity (Common)	1.59%	$4.99	26,090
12	OHI Omega Healthcare Investors Inc Since 2026-05-10	681936100	Equity (Common)	1.07%	$3.35	76,468
13	REXR Rexford Industrial Realty Inc Since 2026-05-10	76169C100	Equity (Common)	0.61%	$1.92	47,380
14	KRG Kite Realty Group Trust Since 2026-05-10	49803T300	Equity (Common)	1.41%	$4.43	188,700
15	BRX Brixmor Property Group Inc Since 2026-05-10	11120U105	Equity (Common)	2.20%	$6.90	257,420
16	EGP EastGroup Properties Inc Since 2026-05-10	277276101	Equity (Common)	0.25%	$0.77	4,250
17	DLR Digital Realty Trust Inc Since 2026-05-10	253868103	Equity (Common)	3.54%	$11.10	66,900
18	CPT Camden Property Trust Since 2026-05-10	133131102	Equity (Common)	2.10%	$6.57	60,240
19	EQIX Equinix Inc Since 2026-05-10	29444U700	Equity (Common)	4.84%	$15.18	18,490
20	WELL Welltower Inc Since 2026-05-10	95040Q104	Equity (Common)	6.23%	$19.53	103,700
21	VNO Vornado Realty Trust Since 2026-05-10	929042109	Equity (Common)	0.70%	$2.20	68,980
22	EXR Extra Space Storage Inc Since 2026-05-10	30225T102	Equity (Common)	2.77%	$8.69	62,990
23	EQR Equity Residential Since 2026-05-10	29476L107	Equity (Common)	0.16%	$0.50	7,980
24	PSA Public Storage Since 2026-05-10	74460D109	Equity (Common)	2.40%	$7.51	27,210
25	DEI Douglas Emmett Inc Since 2026-05-10	25960P109	Equity (Common)	0.26%	$0.82	77,340
26	SLG SL Green Realty Corp Since 2026-05-10	78440X887	Equity (Common)	0.45%	$1.40	31,270
27	AMH American Homes 4 Rent Since 2026-05-10	02665T306	Equity (Common)	1.40%	$4.37	139,670
28	HST Host Hotels & Resorts Inc Since 2026-05-10	44107P104	Equity (Common)	1.21%	$3.78	204,010
29	VTR Ventas Inc Since 2026-05-10	92276F100	Equity (Common)	3.22%	$10.09	129,890
30	FR First Industrial Realty Trust Since 2026-05-10	32054K103	Equity (Common)	1.15%	$3.61	62,240

Frequently Asked Questions — BNY Mellon Investment Funds V, Inc.

What type of mutual fund is BNY Mellon Investment Funds V, Inc.?

BNY Mellon Investment Funds V, Inc. is a SEC-registered Equity fund, with $313M 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 V, Inc. holds 30 portfolio positions, all detailed in the holdings table on this page.

What are BNY Mellon Investment Funds V, Inc.'s assets under management (AUM)?

BNY Mellon Investment Funds V, Inc. has $313M 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 V, Inc.'s top holdings?

According to BNY Mellon Investment Funds V, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Essex Property Trust Inc, Sabra Health Care REIT Inc, BXP Inc , among others. The complete list of all 30 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 V, Inc.'s expense ratio?

Expense ratio data for BNY Mellon Investment Funds V, 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 V, Inc.'s SEC filings?

BNY Mellon Investment Funds V, 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 0000881773. You can access all of BNY Mellon Investment Funds V, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000881773). 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 V, Inc.'s holdings data on StockSifting?

Holdings data for BNY Mellon Investment Funds V, 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.