The fund seeks capital appreciation by investing in large-size U.S. companies.

The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time. The process first identifies companies with financial strength, above-average return on capital and a history of earnings growth.

Next, the investment team digs deeper into business models and identifies drivers of growth and outlook for long-term.

The fund favors companies that are trading at attractive discount to their long term values.

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of companies organized, or with a majority of assets or operations, in countries considered to be emerging markets. 

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that exhibit a below-average price/earnings ratio and an above-average earnings growth trend.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Generally, the manager will invest in a broad range of (and in any case at least five different) emerging market countries. 

The portfolio holds stocks that may have value and/or growth characteristics.

The fund seeks capital appreciation by investing in large- and mega-size U.S. companies.

The investment process starts with a list of companies included in its benchmark index and the research team focuses on two groups of companies.

One group includes companies that are experiencing stable and attractive growth rates and are trading at reasonable prices to their long term growth outlook. Second group includes companies that are experiencing steady growth and have financial strength but are trading at attractive valuations to their assets and/or to their peers.

The fund primarily invests in U.S. companies but may invest up to 25% of its assets in foreign companies including those located in emerging markets.

The fund seeks capital appreciation and dividend income by investing in large-size companies with dividend history.

The investment process focuses on a list of 100 U.S. companies with dividend yield included in its benchmark index. The fund decides allocation to these stocks based on its fundamental research, quantitative analysis, and risk management that meet strict investment discipline guidelines.  

The fund maintains exposure to sectors and industries and risk characteristics reflecting those of the index.

The fund primarily invests in common stocks but has the flexibility to invest up to 10% of its assets in preferred stocks and up to 10% of its assets in convertible securities.

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team starts with a core list of investment themes that it believes will positively or negatively affect certain sectors or industries and cause stocks within these sectors or industries to outperform or underperform others.

The team then narrows the investable universe to a list of companies demonstrating potential for superior returns.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The manager invests in stocks of foreign companies and depositary receipts.

Also, at least 75% of the fund's net assets will be invested in countries represented in the benchmark index.

The fund may invest up to 25% of its net assets in stocks of companies located in countries (other than the United States) not represented in the benchmark index, including up to 20% in emerging market countries.

The fund seeks total return including capital appreciation and dividend income by investing in companies based outside the United States.

The investment process of the fund stars with a list of companies included in the benchmark index and the research team focuses on companies that surpass earnings growth hurdle rate and with dividend history.

Next, the team ranks companies on fundamental criteria including sustainability of the earnings growth, return on capital and business models. The high ranked dividend-paying companies are then selected for the portfolio while maintaining country and sector weights in the benchmark index.

The fund seeks capital appreciation by primarily investing in companies located outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team narrows the opportunity set to those companies that meet earnings, growth, and return on capital hurdles.

The fund invests in companies that are estimated to trade cheaper than their intrinsic valuation at attractive discounts and also considers companies that are growing at faster rates than their peers or market averages.

The stock selection process is designed to construct a diversified portfolio of stocks with a below average price-to-earnings ratio and above-average earnings growth trend to the benchmark index.

The fund seeks capital appreciation by investing in large- and mega-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the investable universe that meet hurdles on earnings growth, financial strength and outlook on earnings.

Next, the investment team highlights companies with sustainable business models based on the drivers of earnings growth and attractive free cash flow growths.

The fund favors companies that are trading at attractive discounts to their long-term valuations, assets or growth outlooks.

The fund seeks capital appreciation by investing in mid-size U.S. companies through various strategies, portfolios and investment styles.

Currently the fund provides exposures to following five strategies and managers.

Mid Cap Tax-Sensitive Core Strategy seeks to add value through opportunistically realize capital gains and/or losses but neither through active securities selection nor through index replication.

Mid Cap Growth Strategy primarily invests in companies that are expected to provide superior growth in revenues and earnings lifting their valuations higher in future.

Opportunistic Mid Cap Value Strategy invests in companies that are trading at discounts to their intrinsic values and stocks are likely to be revalued higher in the near future because of the presence of catalysts or events.

Boston Partners Mid Cap Value Strategy combines quantitative and qualitative research in identifying companies that are trading at attractive discounts but also have price momentum.

Geneva Mid Cap Growth Strategy conducts top down sector and industry research and identifies positive trends that are likely to benefit certain companies. Then with the help of fundamental research, the manager identifies market leaders benefitting or likely to benefit from the positive trend.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those that meet hurdles on revenue and earnings growth and acceleration.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

The fund seeks capital appreciation by investing in small- and mid-size U.S. companies through various strategies, portfolios and investment styles.

The fund’s adviser sets target and range for investment strategies. Currently the fund has exposure to three strategies.

Small/Mid Cap Growth Strategy normally invests in companies that are market leaders in their niches and are estimated to grow faster than their peers and market averages.

Small/Mid Cap Value Strategy normally invests in companies that are estimated to trade at discounts to their intrinsic values or growth outlook and have near term catalysts for higher revaluations.

Opportunistic Small/Mid Cap Strategy normally invests in companies that are estimated to offer attractive reward to risk opportunities and the fund manager may actively adjust the portfolio to reflect new development.

The advisor targets about 30% of its assets for each of growth and value strategy and 40% for the opportunistic strategy.

The fund may invest up to 15% of its assets in securities of foreign companies and up to 10% in emerging markets.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, above-average return on capital and a history of earnings growth. Next, the investment team digs deeper into business models and identifies drivers of growth and outlook for long-term.

The fund favors companies that are trading at attractive discounts to their long term growth expectations and have identifiable near-term catalysts or events that could lead to higher revaluation.

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near-term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

The fund seeks capital appreciation by investing in large-size U.S. companies through various strategies, portfolios and investment styles.

The fund’s adviser sets target and range for investment strategies. Currently the fund has exposure to ten strategies.

The fund invests directly in securities or other funds managed by the fund family and sets target allocations.

The fund invests in strategies that include core, growth, value, dividend and enhanced after-tax returns strategies.

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The systematic and quantitative investment process starts with a list of companies included in the benchmark index. The process then ranks companies based on valuation models which looks for relative mispricing. The companies are ranked in each sector and style subset.

The fund while constructing a portfolio applies additional weights to stocks that are attractive or under weights or zero weights that are ranked least attractive by the systematic process.

The fund generally holds between 100 and 250 securities.

The fund seeks primarily capital appreciation and secondarily current income by investing in established companies.

The fund starts with the sector selection based on portfolio managers’ assessment of what sectors are expected to expand in the five years or longer. Managers then focus on selecting companies using fundamental research and market dominant position.

The fund prefers to invest in companies with market capitalization above $5 billion with strong balance sheets, proven track record of earnings, above-average earnings growth and an expanding global presence.

The companies are evaluated based on industry leadership, business model sustainability, and quality of management.

The fund may also invest in companies that are estimated to be undervalued in terms of earnings, assets, or growth outlook in the next three to five years.

The fund seeks capital appreciation by investing in emerging markets.

The fund of funds uses a “manager of managers” approach to provide exposure to various portfolio managers and investment strategies in emerging markets. The fund may invest in one or more underlying funds or may select a manager as sub-adviser.

The fund currently allocates assets to two teams separately employed by Mellon Investments Corporation. Active Equity portfolio team, Multi-Factor portfolio management team. The fund also allocates assets to BNY Mellon Global Emerging Markets Fund sub-advised by the Newton Fund.

The fund currently allocates about 33.3% of assets to each manager but may change asset allocation or replace or hire managers without shareholder approval.

The fund seeks capital appreciation by investing in other international funds managed by the advisor.

The fund is designed to provide diversification by investing in other international funds selected by the manager among other things including historical performance, holdings, investment objectives and risk/reward profiles.

The fund currently holds investments in five funds. About 35% of assets are allocated to BNY Mellon International Stock Fund Class Y, 35% to BNY Mellon International Core Equity Fund Class Y, 20% to BNY Mellon International Equity Fund Class Y, about 6% to BNY Mellon International Small Cap Fund Class Y, and about 4% to BNY Mellon Emerging Markets Small Cap Securities Fund Class Y.

The fund seeks capital appreciation by investing in companies in emerging markets.

The investment process starts with a list of companies included in the benchmark index. Next, the research team narrows the list to those companies that meet earnings and revenues growth and return on capital hurdles.

With the help of qualitative analysis, the team then identifies the drivers and durability of growth and business sustainability in the long-term. The fund favors companies trading at reasonable valuations to their long-term growth estimates.

The fund attempts to generate performance by focusing on stock selection and not on following industry and economic trends.

The fund seeks to generate total return including capital gain and current income by investing in large- and mega-size companies in the United States.  

The investment process is designed to provide investors broad exposure to sectors and investment characteristics of the benchmark S&P 500 Index with an emphasis on higher dividend paying stocks within each market segment.

The investment process uses quantitative techniques in identifying and ranking companies within each sector or industry. After the sector analysis, the process ranks companies within each sector based on relative valuation, earnings growth sustainability, and financial strength.

The fund favors most attractive of the higher ranked companies based on fundamental analysis to be included in the portfolio.

The fund seeks capital appreciation by investing in companies in emerging markets around the world.

The sub-adviser starts with broad themes observable through global economic, social, or industrial trends that are likely to have a positive impact on certain industries or sectors. The research team then identifies stocks are benefitting or are likely to benefit from the positive change in these sectors and industries.

The team applies fundamental research and bottom-up stock selection that rank high on return on capital, management quality and business and earnings track record and momentum.

The fund combines thematic and strategic views to construct portfolio.

The fund seeks total return by investing in companies in developed markets around the world.

The fund combines top-down economic views and current investment themes with bottom-up stock picking using fundamental research.

The investment process only considers stocks included in the benchmark index and with the help of quantitative screens focuses on companies with dividend track record.

The fund favors companies with dividend yield above the index and also prefers stocks trading at attractive relative valuation to peers. The fund may decide to manage currency risk by hedging all or portion of the fund’s currency exposure.

The fund seeks capital appreciation and current income by investing in companies principally engaged in the real estate sector.

The sub-adviser considers investment opportunities primarily in the developed regions of North America, Europe and Asia and may invest in emerging markets.

The investment process is primarily driven by fundamental research of one company at a time across all real estate sectors. The research considers trends in real estate development and supply and demand characteristics across several sectors including office, industrial, retail, residential, education and healthcare and technology.

The team also looks at the quality of the portfolio held by the company, cash flow growth and relative valuations with peers.

The fund favors large and well established real estate companies with high quality portfolios of properties.

The fund seeks total return including dividend by investing in companies in the U.S. and developed international markets.

The sub-advisor’s investment process is driven by fundamental research and quantitative analysis of one company at a time. The research team screens financial statements of companies in the regions that meet broad revenue and earnings growth and trends criteria.

The team then narrows the list with the help of detailed fundamental analysis of growth drivers, business model and long term sustainability of earnings.

The team favors established companies with a proven track record of earnings and a clarity on growth outlook with stocks trading at reasonable prices.

The fund seeks capital appreciation by investing in companies outside the United States.

The fund starts with a list of companies available in the benchmark index and Canada and with the help of financial screens and quantitative research narrows the investable universe that meet earnings, growth and return on capital hurdles.

Next, the research team with the help of quantitative research identifies drivers and durability of earnings and evaluates the sustainability of business models.

The fund favors companies that are growing earnings at above-average rate, established market leaders and are trading at reasonable prices.

The fund maintains country, region and sector weights that are reflected in the benchmark index.

The fund seeks capital appreciation by investing in small-size international companies outside the United States.

The fund’s investment process starts with a list of companies included in the benchmark index. The research team narrows the investable universe using financial screens and quantitative research that meet hurdles on return on capital and historical earnings growth rates.

Next, the team with the help of qualitative analysis and competitive review identifies companies with sustainable business models and durability of earnings.

The fund favors companies that are trading at reasonable prices to their long term earnings estimate.

The diversified fund has about 25% of its assets invested in Japan and about 35% invested in France, U.K., Germany, Australia, Switzerland and Italy.

The fund seeks total return including dividend by investing in companies in developed international markets outside the United States.

The sub-advisor’s investment process is driven by fundamental research and quantitative analysis of one company at a time. The research team screens financial statements of companies in the regions that meet broad revenue and earnings growth and trends criteria.

The team then narrows the list with the help of detailed fundamental analysis of growth drivers, business model and long term sustainability of earnings.

The team favors established companies with a proven track record of earnings and a clarity on growth outlook with stocks trading at reasonable prices.

The fund is geographically diversified and investments Japan account about 25% of total assets with additional 42% invested in companies in Switzerland, U.K., France, and Denmark.

The fund seeks capital gains by investing in international markets.

The fund generally invests in all stocks included in the index. The fund’s investments are selected to match the benchmark composition in companies, countries, industries and sectors.  

The MSCI EAFE Index, the fund’s benchmark, is an unmanaged, free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the U.S. and Canada.

Each stock in the index is weighted by its float-adjusted market capitalization.

The fund seeks capital appreciation by investing in companies that are expected to benefit from the Womenomics initiative in Japan.

Womenomics is a government policy that encourages more women participation in the workforce, close the salary gap, and promotes more women in decision making roles and positions. With higher women participation, Japan hopes to tackle its shrinking labor force.

The fund focuses on companies that are actively promoting these policies or are determined or have announced plans to increase hiring and promoting of women in leadership positions in the workplace.

The fund’s investment process combines fundamental research and securities valuation with the Womenomics growth theme. The fund favors companies with above-average earnings growth potential in the long term that are trading at attractive valuations and management that are pursuing initiatives to promote women in leadership positions.

The fund seeks capital appreciation by investing in large- and mega-size U.S. companies.

The investment process starts with a list of companies with market capitalization above $5 billion.

The research team with the help of fundamental research and quantitative screens narrows the list of companies with a proven track record of earnings growth and above-average return on capital.

The team with the help of qualitative analysis looks for companies with earnings power not yet recognized by the market, presence of catalysts for higher stock valuation, strong or improving financial condition.

The investment team while constructing the portfolio combines stock analysis with political and economic trends and their implications of broader market and industry sectors.

The fund seeks to appreciate capital by investing in mid-size companies tied to the index.

The fund generally invests in all stocks and match the composition of its benchmark index.

The S&P Midcap 400 Index is an unmanaged index of 400 common stocks of medium-size companies generally between the market capitalizations of $2 billion and $9 billion.

S&P weighs each company’s stock in the index by its market capitalization and adjusts by the number of shares to public – float shares.

The fund seeks capital appreciation by investing in companies engaged in natural resource exploration and development or both and companies providing technology, services, and products related to natural resources.

The fund researches companies with the help of fundamental analysis, frequent management contacts, and development track record. The fund favors market leaders in their sectors with strong financial positions.

The fund has the flexibility to invest across all market capitalizations and international and emerging markets.

The fund seeks capital appreciation by investing in mid-size U.S. companies.

The investment process starts with a list of companies included in its benchmark index. The research team using financial screens and quantitative research narrows the list of investable stocks. The team with the help of qualitative research develops a detailed understanding of business health and business model of select companies that meet financial strength criteria.

The team then digs deeper in understanding sources and drivers of growth, competitive dynamics and long term sustainability of growth and calculates intrinsic value for each individual company.

The fund favors companies trading at attractive discount to intrinsic value and presence of at least one catalyst to enable higher revaluation.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The investment process starts with a list of companies in the benchmark index. The research team then narrows the list using fundamental research and valuation analysis.

The team conducts qualitative research to understand the company’s future business prospects, estimate long-term valuation, and identify events that could cause the estimated value of the company to change.

The fund favors companies and sectors that are likely to benefit from the fundamental and long-term trend perspectives.

The fund seeks primarily capital appreciation with downside protection and secondarily current income by investing in U.S. companies.

The fund starts with a list of companies in the benchmark index and the fund is structured to reflect the sector weights of the index.

The sector based research team identifies companies with the highest conviction with near-term strong catalysts for earnings growth or stock price appreciation.

The fund has the flexibility to invest up to 25% in foreign securities but normally invests in large-size U.S. companies with a proven track record of earnings and positive long-term growth outlook.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The fund manages assets by hiring sub-advisers and currently works with six. The fund prefers a multi-manager investing approach. The fund can terminate or replace sub-advisers or materially alter terms of engagement or mandates without shareholder approval.

About 20% of assets are allocated to EAM Investors LLC, 20% to Geneva Capital LLC, 10% to Granite Investment Partners, LLC, 15% to Nicholas Investment Partners, L.P., 10% to Redwood Investments, LLC, and 25% to Rice, Hall, James & Associates, LLC

RHJ believes that small-cap stocks are inefficient because investors have short term outlook and when profitable companies are held for a longer term they can unlock values that can generate excess returns.

EAM Investors combines quantitative and qualitative research to identify companies that are estimated to sustain earnings acceleration.

Geneva Capital combines general economic analysis with fundamental stock research in selecting companies that are likely to generate a consistent and sustainable record of earnings growth.

Granite Investment uses rigorous fundamental analysis in identifying companies in the early positive change phase that may not be recognized in the stock price.

Nicholas Investment uses fundamental research to locate companies undergoing early positive change that are likely to sustain and this has to be reflected in stock price momentum or in the market sentiment.

Redwood Investments using multi-factor analysis looks for companies that are estimated to exceed earnings expectations over short- and medium-term time periods.

The fund seeks capital appreciation by investing in small-size U.S. companies.

The fund manages assets by hiring sub-advisers and currently works with six. The fund prefers a multi-manager investing approach. The fund can terminate or replace sub-advisers or materially alter terms of engagement or mandates without shareholder approval.

The sub-advisors operate independently and rely on fundamental research, quantitative techniques and practice value investment style.

The 23% assets are allocated to Channing Capital Management, 20% to Eastern Shore Capital Management, 18% to Neuberger Berman Investment Advisors LLC, 22% to Walthausen & Company and 15% to Heartland Advisors, Inc, and 2% to Rice, Hall, James & Associates.

Heartland Advisors favors companies that are trading at a discount to their intrinsic values and RHJ prefers to focus on companies that are generating superior free cash flow and hold them over a full market cycle.

RHJ believes that small-cap stocks are inefficient because investors have short term outlook and when profitable companies are held for a longer term they can unlock values that can generate excess returns.

The fund seeks to appreciate capital by investing in small-size companies tied to the index.

The fund generally invests in all stocks and match the composition of its benchmark index.

At times, the fund may invest in a representative sample of stocks included in the index and in futures whose performance is tied to the index.

The S&P Smallcap 600 Index is an unmanaged index of 600 common stocks of small-size companies generally between the market capitalizations of $600 million and $2.5 billion.

S&P weighs each company’s stock in the index by its market capitalization and adjusts by the number of shares to public – float shares.

The fund seeks capital appreciation by investing in U.S. companies that meet environment, social and governance criteria.

The sub-adviser’s investment process begins with several economic themes that are designed to construct a broader framework based on social, financial and political, and environmental factors and issues. The framework helps in understanding trends, events, and competitive dynamics at play worldwide.

Next, the investment team with the help of quantitative and qualitative research identifies companies that meet growth and valuation criteria with sustainable business models and financial strength.

The team then applies a rigorous audit of ESG policies and practices before selecting companies for the portfolio.

The fund seeks capital appreciation by minimizing realized capital gains through investing in multinational companies.

The investment process focuses on companies with market capitalization above $5 billion and are established, globally managed companies that make and distribute their products and services around the world.

The fund primarily invests in U.S. companies but may consider U.S. dollar-dominated American Depository Receipts.

Next, the investment team through growth analysis identifies sectors and industries that are likely to expand in the next three to five years. The team looks for companies that are dominating in these sectors and are likely to benefit from the growth.

The fund’s buy-and-hold investment strategy has led in the past portfolio turnover rate of less than 15% resulting in enhanced after-tax return.

The fund seeks capital appreciation by investing in developers or beneficiaries of technological innovation.

The investment process focuses on identifying companies in early, disruptive, cyclical, and stable growth phase.

The research team using fundamental research and quantitative techniques identifies companies with a proven track record of earnings and above-average free cash flow growth and return on capital.

The team applies qualitative research to understand the drivers and quality of growth and its sustainability in the long term.

The fund favors investing in companies with high-conviction, clear earnings growth outlook, and financial strength.

The fund seeks capital appreciation by investing U.S. companies across all market capitalizations.

The investment process starts with a list of companies in the benchmark index. Research team then narrows the list based on financial statements analysis and companies that meet broad business metrics and trend criteria are separate for additional analysis.

The team then looks for sources, nature and quality of earnings and growth and estimates long-term outlook for sustainability of acceleration of growth. The team then compares the long term based intrinsic valuation with the current market prices. The fund favors companies trading at discounts or reasonable valuations.

The fund seeks primarily appreciation of capital with downside protection and secondarily current income.

The investment process focuses on companies with market capitalization above $5 billion and are established, globally managed companies that make and distribute their products and services around the world.

Next, the investment team through growth analysis identifies sectors and industries that are likely to expand in the next three to five years. The team looks for companies that are dominating in these sectors and are likely to benefit from the growth.

The fund practices buy-and-hold investment strategy that leads to lower turnover rate and minimize tax liability by limiting capital distribution.