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    BNY Mellon Investment Portfolios, MidCap Stock Portfolio

    Why invest in this Fund?

    The fund seeks investment results that are greater than the total return performance of publicly traded common stocks of medium-size domestic companies in the aggregate, as represented by the Standard & Poor's MidCap 400® Index (S&P 400).

    To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks of mid-cap companies. The fund invests in growth and value stocks, which are chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management. Consistency of returns compared to the S&P 400 Index, the fund's benchmark, is a primary goal of the investment process.

    The fund invests principally in common stocks, but its stock investments also may include preferred stocks, convertible securities and depositary receipts, including those issued in initial public offerings (IPOs) or shortly thereafter. The portfolio managers will select stocks through a 'bottom-up,' structured approach that seeks to identify undervalued securities using a quantitative ranking process. The process is driven by a proprietary quantitative model which measures a diverse set of corporate characteristics to identify and rank stocks based on:

    - valuation, such as current and forecasted price-to-earnings ratios, yields, dividend discount models, and other price sensitive data for a stock compared to its past, its peers, and the model's overall stock universe;

    - momentum and sentiment, meaning measures that reflect the changes in short-term earnings outlook through factors such as revised earnings estimates and earnings surprises; and

    - earnings quality measures, such as accruals compared to cash earnings, changes in inventory to sales ratio, and return on equity.

    Min. class investment
    $1,000
    Class Inception Date
    05/01/98
    Fund Assets
    $154,594,431  As of  05/22/24
    Class Assets
    $72,766,476  As of  05/22/24
    Portfolio Turnover Rate
    66.09% As of fiscal year end  12/31/23
    Morningstar Category
    Mid-Cap Blend
    Benchmark
    S&P MidCap 400® Index
    Fund Holdings
    294 As of 04/30/24
    FUND STATUS
    Open

    Portfolio Managers

    • Peter  Goslin

      Peter Goslin, CFA

      Portfolio Manager, Newton Investment Management North America, LLC

      Managing Fund Since 2017

      Joined Firm in 1999

      Joined Industry in 1988



    Fees & Expenses

    Variable insurance products have additional fees, charges and expenses. Please consult the applicable variable contract prospectus for more detailed information.


    Portfolio Manager/Sub-Investment Adviser

    The primary portfolio manager of the fund is Peter D. Goslin, CFA. Mr. Goslin has been a primary portfolio manager of the fund since March 2017. Mr. Goslin is a portfolio manager at NIMNA. He has been employed by NIMNA or a predecessor company of NIMNA since 1999.

    Top Holdings

    As of 04/30/24

    Asset Allocation


        Main Risks

        An investment in the fund is not a bank deposit. It is not insured or guaranteed by the FDIC or any other government agency. It is not a complete investment program. The fund's share price fluctuates, sometimes dramatically, which means you could lose money.
        Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees, all of which are more fully described in the fund's prospectus.
        Midsize companies carry additional risks because their earnings and revenues tend to be less predictable, and their share prices more volatile than those of larger, more established companies. Some of the fund's investments will rise and fall based on investor perception rather than economics.

        Risk Metrics

        As of  04/30/24  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
        -
        20.60 -5.47 1.07 84.25 0.06

        All risk metrics are provided by Morningstar. The index used in the calculations are determined by Morningstar which may not be the funds primary benchmark. The index Morningstar used for this analysis is S&P 500® Index.



        Literature

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