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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 14.93  /  1.65 %
  • Total Assets 387.0 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 0.54%
  • Turnover 22%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:21 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 39
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.58
31,003,739
Technology

Microsoft Corp

7.52
30,787,740
Technology

Amazon.com Inc

5.28
21,613,917
Consumer Cyclical

Alphabet Inc Class A

4.86
19,870,971
Communication Services

NVIDIA Corp

3.36
13,754,214
Technology

Mastercard Inc Class A

3.28
13,426,417
Financial Services

JPMorgan Chase & Co

3.13
12,813,083
Financial Services

Eli Lilly and Co

2.93
11,986,938
Healthcare

PepsiCo Inc

2.86
11,722,061
Consumer Defensive

Costco Wholesale Corp

2.82
11,530,739
Consumer Defensive