# BNY Mellon Tax Managed Growth Fund

BNY Mellon Tax Managed Growth Fund is a registered fund series of BNY Mellon Investment Funds IV, Inc. (series S000000305). Net assets $134.2M as of 2025-01-31.

## Profile

- Series ID: S000000305
- Registrant: BNY Mellon Investment Funds IV, Inc.
- LEI: 549300QYV32WIBQ3JX02
- Net assets: $134.2M
- Total assets: $134.3M
- As of: 2025-01-31

## Advisers

- [BNY Mellon Investment Adviser, Inc. (Advisor)](https://search.stillhousedata.com/firm/105642)
- [Fayez Sarofim & Co., LLC (Subadvisor)](https://search.stillhousedata.com/firm/106584)

## Top holdings (48 reported)

_Showing 15 of 48 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Microsoft Corp](https://search.stillhousedata.com/security/594918104) | — | $11.1M | 828.08% |
| [Apple Inc](https://search.stillhousedata.com/security/037833100) | — | $11.0M | 819.66% |
| [Amazon.com Inc](https://search.stillhousedata.com/security/023135106) | — | $9.4M | 700.49% |
| [Alphabet Inc](https://search.stillhousedata.com/security/02079K107) | — | $6.9M | 510.82% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $6.4M | 477.95% |
| ASML Holding NV | — | $4.9M | 367.37% |
| [UnitedHealth Group Inc](https://search.stillhousedata.com/security/91324P102) | — | $4.6M | 344.34% |
| [Texas Instruments Inc](https://search.stillhousedata.com/security/882508104) | — | $4.5M | 337.23% |
| [NVIDIA Corp](https://search.stillhousedata.com/security/67066G104) | — | $4.4M | 330.97% |
| [Blackrock Inc](https://search.stillhousedata.com/security/09290D101) | — | $4.3M | 321.30% |
| [Novo Nordisk A/S](https://search.stillhousedata.com/security/670100205) | — | $4.2M | 314.82% |
| [Chevron Corp](https://search.stillhousedata.com/security/166764100) | — | $3.4M | 250.69% |
| [Progressive Corp/The](https://search.stillhousedata.com/security/743315103) | — | $3.1M | 229.86% |
| [Intuitive Surgical Inc](https://search.stillhousedata.com/security/46120E602) | — | $3.0M | 220.69% |
| [McDonald's Corp](https://search.stillhousedata.com/security/580135101) | — | $2.8M | 207.34% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2025-01-31 | $134.2M |
| 2024-10-31 | $140.8M |
| 2024-07-31 | $143.3M |
| 2024-04-30 | $134.6M |
| 2024-01-31 | $135.0M |
| 2023-10-31 | $124.0M |
| 2023-07-31 | $135.0M |
| 2023-04-30 | $130.7M |

## More

- [Registrant: BNY Mellon Investment Funds IV, Inc.](https://search.stillhousedata.com/registrant/819940)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000000305.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.