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Morningstar

BNY Mellon Sust US Equity I DRTCX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 17.69  /  +0.06 %
  • Total Assets 444.7 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 22%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:49 PM GMT+0

Morningstar’s Analysis DRTCX

Will DRTCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DRTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DRTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DRTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BNY Mellon Sust US Equity I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DRTCX

More DRTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.30 38.1 Mil
Technology

NVIDIA Corp

6.59 30.2 Mil
Technology

Amazon.com Inc

4.99 22.9 Mil
Consumer Cyclical

Apple Inc

4.92 22.6 Mil
Technology

Alphabet Inc Class A

4.86 22.3 Mil
Communication Services

JPMorgan Chase & Co

3.50 16.0 Mil
Financial Services

Costco Wholesale Corp

3.24 14.9 Mil
Consumer Defensive

Mastercard Inc Class A

2.74 12.6 Mil
Financial Services

Intuit Inc

2.70 12.4 Mil
Technology

Eli Lilly and Co

2.70 12.4 Mil
Healthcare