Morningstar

BNY Mellon Sustainable U.S. Equity Fund Class I DRTCX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $21.65  /  −1.95 %
  • Fund Size $512.2M
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.700%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.19%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis DRTCX

Will DRTCX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Sust US Equity I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.97 52M
Technology

Apple Inc

7.32 38M
Technology

Microsoft Corp

7.06 37M
Technology

Alphabet Inc Class A

5.36 28M
Communication Services

Amazon.com Inc

4.39 23M
Consumer Cyclical

JPMorgan Chase & Co

3.20 17M
Financial Services

Advanced Micro Devices Inc

2.73 14M
Technology

Bank of America Corp

2.41 12M
Financial Services

Costco Wholesale Corp

2.10 11M
Consumer Defensive

GE Vernova Inc

2.09 11M
Industrials

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