About this Fund
BNY Mellon New York AMT-Free Municipal Bond Fund is a leading mutual fund company that specializes in providing a diverse range of investment solutions to help individuals and institutions achieve their financial goals. As a renowned asset management firm, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and municipal bond funds, designed to cater to the unique needs and risk tolerance of its investors. With a strong focus on wealth management, the company's investment portfolio is carefully crafted to provide a stable source of income, long-term capital appreciation, and tax efficiency, making it an attractive option for those seeking to optimize their investment returns.
The BNY Mellon New York AMT-Free Municipal Bond Fund, in particular, is a popular choice among investors seeking to invest in high-quality, tax-exempt municipal bonds that are free from the alternative minimum tax (AMT). This fund offers a compelling combination of yield, credit quality, and liquidity, making it an excellent addition to a well-diversified investment portfolio. The company's experienced investment team employs a rigorous research process to identify attractive investment opportunities, leveraging their extensive expertise and market insights to navigate complex market conditions and maximize returns for investors. By providing a systematic investment plan (SIP) option, the company enables investors to invest a fixed amount of money at regular intervals, regardless of the market's performance, helping to reduce timing risks and promote long-term wealth creation.
With a long history of delivering exceptional investment results, BNY Mellon New York AMT-Free Municipal Bond Fund has established itself as a trusted partner for investors seeking to achieve their financial objectives. The company's commitment to transparency, accountability, and investor-centric approach has earned it a reputation for excellence in the asset management industry. By prioritizing the needs of its investors and providing personalized service, the company has built a loyal client base that appreciates its dedication to helping them achieve their investment goals. Whether investors are seeking to generate income, grow their wealth, or preserve their capital, BNY Mellon New York AMT-Free Municipal Bond Fund offers a comprehensive range of investment solutions designed to meet their unique needs and expectations, making it a preferred choice among discerning investors. The company's extensive expertise in mutual fund management, combined with its passion for delivering outstanding investment results, has positioned it as a leader in the asset management industry, and its funds continue to be a popular choice among investors seeking to create a prosperous financial future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
4 positions
Frequently Asked Questions — BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND
What type of mutual fund is BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND?
BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND is a SEC-registered Fixed Income fund, with $861M in assets under management.
Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities.
As of its latest SEC N-PORT filing, BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND holds 4 portfolio positions, all detailed in the holdings table on this page.
What are BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND's assets under management (AUM)?
BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND has $861M 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 NEW YORK AMT-FREE MUNICIPAL BOND FUND's top holdings?
According to BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
DELTA AIR LINES INC,
DELTA AIR LINES INC,
DELTA AIR LINES INC
, among others.
The complete list of all 4 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 NEW YORK AMT-FREE MUNICIPAL BOND FUND's expense ratio?
Expense ratio data for BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND 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 NEW YORK AMT-FREE MUNICIPAL BOND FUND's SEC filings?
BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND 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 0000797920.
You can access all of BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000797920).
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 NEW YORK AMT-FREE MUNICIPAL BOND FUND's holdings data on StockSifting?
Holdings data for BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND 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.