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.
BNY Mellon Sustainable U.S. Equity Fund Class I DRTCX
- NAV / 1-Day Return 21.17 / −0.80 %
- Total Assets 514.7M
-
Adj. Expense Ratio
0.700%
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.19%
- Turnover 27%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DRTCX
Will DRTCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.95 | 50M | Technology |
Apple Inc | 6.61 | 33M | Technology |
Alphabet Inc Class A | 6.40 | 32M | Communication Services |
Microsoft Corp | 5.99 | 30M | Technology |
Amazon.com Inc | 4.99 | 25M | Consumer Cyclical |
The Goldman Sachs Group Inc | 2.60 | 13M | Financial Services |
GE Vernova Inc | 2.54 | 13M | Industrials |
Costco Wholesale Corp | 2.50 | 13M | Consumer Defensive |
Walmart Inc | 2.43 | 12M | Consumer Defensive |
Texas Instruments Inc | 2.42 | 12M | Technology |
United States