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BNY Mellon Sust US Equity C DTCCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 13.68  /  +0.88 %
  • Total Assets 448.6 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 22%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 12:28 AM GMT+0

Morningstar’s Analysis DTCCX

Will DTCCX outperform in future?

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

BNY Mellon Sust US Equity C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings DTCCX

  • 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

8.61 36.4 Mil
Technology

Apple Inc

5.81 24.6 Mil
Technology

Alphabet Inc Class A

4.96 20.9 Mil
Communication Services

NVIDIA Corp

4.93 20.8 Mil
Technology

Amazon.com Inc

4.72 19.9 Mil
Consumer Cyclical

Costco Wholesale Corp

3.38 14.3 Mil
Consumer Defensive

JPMorgan Chase & Co

3.34 14.1 Mil
Financial Services

Boston Scientific Corp

3.12 13.2 Mil
Healthcare

Intuit Inc

2.88 12.2 Mil
Technology

Accenture PLC Class A

2.86 12.1 Mil
Technology