← All Mutual Funds

BNY MELLON INVESTMENT PORTFOLIOS

CIK: 0001056707 Equity
Report date: 2026-02-23
AUM $174M
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-23

About this Fund

BNY Mellon Investment Portfolios is a renowned mutual fund company that specializes in providing a comprehensive range of investment solutions to meet the diverse needs of its clients. With a long history of expertise in asset management, the company offers a broad spectrum of mutual funds that cater to various investor preferences, including equity, debt, hybrid, and money market funds. By leveraging its extensive experience and in-depth market knowledge, BNY Mellon Investment Portfolios enables investors to create a well-diversified portfolio that aligns with their financial goals and risk tolerance. The company's investment approach is centered on a disciplined and rigorous process that involves thorough research, careful security selection, and ongoing portfolio monitoring to ensure that its funds remain aligned with their stated objectives. For investors seeking a convenient and disciplined approach to investing, BNY Mellon Investment Portfolios also offers systematic investment plans, or SIPs, which allow individuals to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility and promoting long-term wealth creation. With a strong focus on wealth management, the company's investment portfolios are designed to help investors achieve their financial aspirations, whether they are seeking capital appreciation, income generation, or a combination of both. The company's key strengths lie in its ability to provide investors with access to a talented team of investment professionals, a robust investment platform, and a wide range of investment products that are backed by rigorous research and a commitment to excellence. As a result, investors trust BNY Mellon Investment Portfolios to manage their assets and provide them with the expertise and guidance they need to navigate complex markets and achieve their investment objectives. By prioritizing transparency, accountability, and investor satisfaction, the company has established itself as a trusted partner for individuals, institutions, and financial intermediaries seeking to create and manage wealth through a variety of investment vehicles, including mutual funds, separately managed accounts, and other customized investment solutions. With its rich heritage, extensive resources, and unwavering commitment to investment excellence, BNY Mellon Investment Portfolios is well-positioned to continue delivering value to its clients and helping them achieve their financial goals through a range of investment strategies that are designed to meet the evolving needs of the marketplace.

Holdings

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

18 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CSGP CoStar Group Inc Since 2026-05-10 22160N109 Equity (Common)
1.45%
 $2.53 37,574
2 FROG JFrog Ltd Since 2026-05-10 — Equity (Common)
1.30%
 $2.26 36,143
3 MDB MongoDB Inc Since 2026-05-10 60937P106 Equity (Common)
2.31%
 $4.01 9,566
4 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
2.55%
 $4.43 47,270
5 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
3.23%
 $5.62 21,881
6 AXON Axon Enterprise Inc Since 2026-05-10 05464C101 Equity (Common)
2.24%
 $3.89 6,851
7 HUBS HubSpot Inc Since 2026-05-10 443573100 Equity (Common)
1.50%
 $2.60 6,492
8 SNPS Synopsys Inc Since 2026-05-10 871607107 Equity (Common)
1.47%
 $2.56 5,449
9 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
3.80%
 $6.61 9,979
10 KVYO Klaviyo Inc Since 2026-05-10 49845K101 Equity (Common)
1.88%
 $3.27 100,625
11 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
3.92%
 $6.81 10,319
12 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
6.50%
 $11.30 39,601
13 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
3.50%
 $6.08 39,708
14 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
3.88%
 $6.75 21,515
15 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
2.76%
 $4.79 17,630
16 SHOP Shopify Inc Since 2026-05-10 82509L107 Equity (Common)
3.55%
 $6.17 38,327
17 DDOG Datadog Inc Since 2026-05-10 23804L103 Equity (Common)
0.68%
 $1.18 8,661
18 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.40%
 $7.66 33,165
Frequently Asked Questions — BNY MELLON INVESTMENT PORTFOLIOS
What type of mutual fund is BNY MELLON INVESTMENT PORTFOLIOS?
BNY MELLON INVESTMENT PORTFOLIOS is a SEC-registered Equity fund, with $174M 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 PORTFOLIOS holds 18 portfolio positions, all detailed in the holdings table on this page.
What are BNY MELLON INVESTMENT PORTFOLIOS's assets under management (AUM)?
BNY MELLON INVESTMENT PORTFOLIOS has $174M 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 PORTFOLIOS's top holdings?
According to BNY MELLON INVESTMENT PORTFOLIOS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include CoStar Group Inc, JFrog Ltd, MongoDB Inc , among others. The complete list of all 18 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 PORTFOLIOS's expense ratio?
Expense ratio data for BNY MELLON INVESTMENT PORTFOLIOS 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 PORTFOLIOS's SEC filings?
BNY MELLON INVESTMENT PORTFOLIOS 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 0001056707. You can access all of BNY MELLON INVESTMENT PORTFOLIOS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001056707). 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 PORTFOLIOS's holdings data on StockSifting?
Holdings data for BNY MELLON INVESTMENT PORTFOLIOS 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.