Morningstar

BNY Mellon Sustainable U.S. Equity Fund Class A DTCAX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $21.44  /  +0.75 %
  • Fund Size $530.0M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis DTCAX

Will DTCAX 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 DTCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DTCAX 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 DTCAX’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 A 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 DTCAX

More DTCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.31 54M
Technology

Microsoft Corp

6.98 36M
Technology

Apple Inc

6.96 36M
Technology

Alphabet Inc Class A

5.28 27M
Communication Services

Amazon.com Inc

4.58 24M
Consumer Cyclical

JPMorgan Chase & Co

3.24 17M
Financial Services

Bank of America Corp

2.73 14M
Financial Services

Costco Wholesale Corp

2.18 11M
Consumer Defensive

Mastercard Inc Class A

2.07 11M
Financial Services

GE Vernova Inc

1.97 10M
Industrials

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