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BNY Mellon Sustainable US Eq Fd Z DRTHX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 17.61  /  +2.50 %
  • Total Assets 434.4 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.67%
  • Turnover 22%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis DRTHX

Will DRTHX outperform in future?

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

BNY Mellon Sustainable US Eq Fd Z'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.

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Portfolio Holdings DRTHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.29 34.4 Mil
Technology

Apple Inc

7.31 30.3 Mil
Technology

Alphabet Inc Class A

5.03 20.9 Mil
Communication Services

Amazon.com Inc

4.70 19.5 Mil
Consumer Cyclical

NVIDIA Corp

4.04 16.8 Mil
Technology

JPMorgan Chase & Co

3.32 13.8 Mil
Financial Services

Costco Wholesale Corp

3.26 13.6 Mil
Consumer Defensive

Intuit Inc

2.91 12.1 Mil
Technology

Boston Scientific Corp

2.90 12.0 Mil
Healthcare

Accenture PLC Class A

2.81 11.7 Mil
Technology