BNY Mellon Small Cap Value Fund Q3 2025 Commentary

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Nov 11, 2025 #communication services detracted, #information technology contributed, #infrastructure, #market review equity, #mellon small cap value fund q3, #multi-specialist, #multi-specialist asset management, #underperformed

**BNY Mellon Small Cap Value Fund Q3 2025 Commentary**

*BNY Investments*

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**Summary**

Equity performance was positive across both developed and emerging markets during the third quarter of 2025. However, the BNY Mellon Small Cap Value Fund (Class A at NAV) underperformed its benchmark, the Russell 2000 Value Index, during this period.

From a sector perspective, real estate and information technology contributed positively to relative results, while health care and communication services detracted.

Heading into year-end, equity markets face a delicate balance between easing financial conditions and mounting macroeconomic headwinds. One bright spot remains the ongoing buildout of artificial intelligence (AI) infrastructure.

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**Market Review**

Equity performance was broadly positive across both developed and emerging markets throughout the third quarter. Despite ongoing geopolitical concerns, global markets advanced, supported by accommodative central banks and generally favorable corporate earnings.

Gains were further bolstered by progress in key growth areas, including AI infrastructure development.

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**About BNY Investments**

BNY Investments is a global, multi-specialist asset management group, backed by the strength and resilience of BNY Mellon, with its 240-year history and experience. Managing nearly $2 trillion in assets, BNY Investments offers a range of investment solutions developed and managed by talented asset class specialists — each with distinct philosophies and proven approaches.

For inquiries or communication, please use BNY Investments’ official channels.

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