# BNY Mellon Balanced Opportunity Fund

BNY Mellon Balanced Opportunity Fund is a registered fund series of BNY Mellon Investment Funds VI (series S000000342). Net assets $295.7M as of 2026-05-31.

## Profile

- Series ID: S000000342
- Registrant: BNY Mellon Investment Funds VI
- LEI: 54930021EVWJA2OA0N54
- Net assets: $295.7M
- Total assets: $297.3M
- As of: 2026-05-31

## Advisers

- [BNY Mellon Investment Adviser, Inc. (Advisor)](https://search.stillhousedata.com/firm/105642)
- [Newton Investment Management Limited (Subadvisor)](https://search.stillhousedata.com/firm/111208)
- [Newton Investment Management North America, LLC (Subadvisor)](https://search.stillhousedata.com/firm/312937)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA CORP](https://search.stillhousedata.com/security/67066G104) | NVDA | $13.2M | 446.18% |
| [AMAZON.COM INC](https://search.stillhousedata.com/security/023135106) | AMZN | $8.9M | 301.82% |
| [APPLE INC](https://search.stillhousedata.com/security/037833100) | AAPL | $8.3M | 281.61% |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/912810TW8) | — | $6.9M | 232.55% |
| [ALPHABET INC](https://search.stillhousedata.com/security/02079K107) | GOOG | $6.5M | 218.36% |
| [MICROSOFT CORP](https://search.stillhousedata.com/security/594918104) | MSFT | $6.1M | 205.70% |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/91282CHE4) | — | $5.3M | 178.93% |
| [TEXAS INSTRUMENTS INC](https://search.stillhousedata.com/security/882508104) | TXN | $3.7M | 126.54% |
| [ISHARES TRUST](https://search.stillhousedata.com/security/464287226) | AGG | $3.7M | 126.10% |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/912810RX8) | — | $3.6M | 122.00% |
| [UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT](https://search.stillhousedata.com/security/9128286T2) | — | $3.5M | 118.06% |
| [Dreyfus Institutional Preferred Money Market Funds](https://search.stillhousedata.com/security/26200T208) | — | $3.4M | 115.37% |
| [SPDR S&P 500 ETF TRUST](https://search.stillhousedata.com/security/78462F103) | SPY | $3.4M | 113.63% |
| [META PLATFORMS INC](https://search.stillhousedata.com/security/30303M102) | META | $3.2M | 109.32% |
| [ADVANCED MICRO DEVICES INC](https://search.stillhousedata.com/security/007903107) | AMD | $3.2M | 106.78% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $295.7M |
| 2026-02-28 | $289.9M |
| 2025-11-30 | $291.8M |
| 2025-08-31 | $286.9M |
| 2025-05-31 | $273.6M |
| 2025-02-28 | $283.9M |
| 2024-11-30 | $296.5M |
| 2024-08-31 | $288.6M |

## More

- [Registrant: BNY Mellon Investment Funds VI](https://search.stillhousedata.com/registrant/1224568)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000000342.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.