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BNY Mellon Investment Funds VII, Inc.

CIK: 0000889169 Equity
Report date: 2026-03-25
AUM $85M
Expense Ratio —
Category Equity
State MD
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-03-25

About this Fund

BNY Mellon Investment Funds VII, Inc. is a leading mutual fund company that specializes in providing a diverse range of investment solutions to meet the evolving needs of its clients. As a prominent player in the asset management industry, the company offers a broad spectrum of mutual funds that cater to various investor preferences and risk profiles. Its comprehensive portfolio includes equity funds, debt funds, hybrid funds, and other specialized investment vehicles, all designed to help investors achieve their long-term financial objectives. With a strong focus on wealth management, BNY Mellon Investment Funds VII, Inc. empowers investors to make informed decisions about their investment portfolios, whether they are seeking capital appreciation, income generation, or a combination of both. The company's investment approach is centered around a disciplined and research-driven methodology, which enables its experienced team of portfolio managers to identify attractive investment opportunities and navigate complex market conditions. For investors who prefer a systematic and disciplined approach to investing, the company offers a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. By leveraging its extensive expertise and resources in asset management, BNY Mellon Investment Funds VII, Inc. has established itself as a trusted partner for investors seeking to create and manage their investment portfolios. The company's commitment to transparency, accountability, and exceptional client service has earned it the trust and loyalty of its investors, who appreciate the value of its tailored investment solutions and the expertise of its experienced investment professionals. With its broad range of mutual funds and investment strategies, BNY Mellon Investment Funds VII, Inc. is well-positioned to meet the diverse needs of its clients, from individual investors to institutional investors, and help them achieve their unique investment goals. By combining its investment expertise with a deep understanding of the markets and the economy, the company is able to provide its investors with a competitive edge in the pursuit of their financial objectives, making it a preferred choice for those seeking a reliable and experienced mutual fund company. Through its ongoing commitment to innovation, excellence, and client satisfaction, BNY Mellon Investment Funds VII, Inc. continues to reinforce its position as a leading provider of investment solutions, dedicated to helping its investors succeed in an ever-changing investment landscape.

Holdings

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

32 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 PAYX PAYCHEX INC Since 2026-05-10 704326AA5 Debt
0.13%
 $0.12 112,000
2 META META PLATFORMS INC Since 2026-05-10 30303MAB8 Debt
0.37%
 $0.32 315,000
3 KBH KB HOME Since 2026-05-10 48666KAX7 Debt
0.54%
 $0.46 450,000
4 EBAY EBAY INC Since 2026-05-10 278642BD4 Debt
0.21%
 $0.18 182,000
5 KMI KINDER MORGAN INC Since 2026-05-10 49456BBB6 Debt
0.09%
 $0.08 77,000
6 LVS LAS VEGAS SANDS CORP Since 2026-05-10 517834AJ6 Debt
0.58%
 $0.49 486,000
7 BAX BAXTER INTERNATIONAL INC Since 2026-05-10 071813DD8 Debt
0.12%
 $0.11 105,000
8 OKE ONEOK INC Since 2026-05-10 682680CB7 Debt
0.58%
 $0.49 491,000
9 AMH AMERICAN HOMES 4 RENT Since 2026-05-10 02666TAK3 Debt
0.40%
 $0.34 340,000
10 LVS LAS VEGAS SANDS CORP Since 2026-05-10 517834AM9 Debt
0.25%
 $0.21 210,000
11 ABG ASBURY AUTOMOTIVE GROUP Since 2026-05-10 043436AW4 Debt
0.62%
 $0.53 535,000
12 HGV Hilton Grand Vacations Trust Since 2026-05-10 43283GAA0 ABS-O
0.04%
 $0.03 30,415
13 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746TD3 Debt
0.35%
 $0.30 300,000
14 FE FIRSTENERGY CORP Since 2026-05-10 337932AH0 Debt
0.47%
 $0.40 400,000
15 AMH AMERICAN HOMES 4 RENT Since 2026-05-10 02666TAB3 Debt
0.10%
 $0.09 84,000
16 DAL DELTA AIR LINES INC Since 2026-05-10 247361A24 Debt
0.42%
 $0.36 352,000
17 LAD LITHIA MOTORS INC Since 2026-05-10 536797AJ2 Debt
0.33%
 $0.28 282,000
18 C CITIGROUP INC Since 2026-05-10 17308CC53 Debt
0.51%
 $0.43 455,000
19 CVI CVR ENERGY INC Since 2026-05-10 12662PAH1 Debt
0.26%
 $0.22 218,000
20 R RYDER SYSTEM INC Since 2026-05-10 78355HLF4 Debt
0.40%
 $0.34 338,000
21 EPR EPR PROPERTIES Since 2026-05-10 26884UAC3 Debt
0.51%
 $0.43 430,000
22 ENB ENBRIDGE INC Since 2026-05-10 29250NBX2 Debt
0.49%
 $0.42 400,000
23 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAY0 Debt
0.21%
 $0.18 174,000
24 XYZ BLOCK INC Since 2026-05-10 852234AT0 Debt
0.25%
 $0.22 213,000
25 GTLS CHART INDUSTRIES INC Since 2026-05-10 16115QAF7 Debt
0.37%
 $0.31 300,000
26 OKE ONEOK INC Since 2026-05-10 682680BJ1 Debt
0.51%
 $0.44 422,000
27 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 780153BJ0 Debt
0.76%
 $0.65 645,000
28 CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 174610BF1 Debt
0.26%
 $0.22 213,000
29 CVI CVR ENERGY INC Since 2026-05-10 12662PAD0 Debt
0.59%
 $0.50 500,000
30 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3T8 Debt
0.50%
 $0.43 418,000
31 NI NISOURCE INC Since 2026-05-10 65473PAN5 Debt
0.28%
 $0.24 230,000
32 BRO BROWN & BROWN INC Since 2026-05-10 115236AK7 Debt
0.11%
 $0.09 92,000
Frequently Asked Questions — BNY Mellon Investment Funds VII, Inc.
What type of mutual fund is BNY Mellon Investment Funds VII, Inc.?
BNY Mellon Investment Funds VII, Inc. is a SEC-registered Equity fund, with $85M 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 VII, Inc. holds 32 portfolio positions, all detailed in the holdings table on this page.
What are BNY Mellon Investment Funds VII, Inc.'s assets under management (AUM)?
BNY Mellon Investment Funds VII, Inc. has $85M 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 VII, Inc.'s top holdings?
According to BNY Mellon Investment Funds VII, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include PAYCHEX INC, META PLATFORMS INC, KB HOME , among others. The complete list of all 32 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 VII, Inc.'s expense ratio?
Expense ratio data for BNY Mellon Investment Funds VII, 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 VII, Inc.'s SEC filings?
BNY Mellon Investment Funds VII, 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 0000889169. You can access all of BNY Mellon Investment Funds VII, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000889169). 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 VII, Inc.'s holdings data on StockSifting?
Holdings data for BNY Mellon Investment Funds VII, 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.