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BNY Mellon Sustainable US Eq Fd Z (DRTHX)

21.62 -0.50 (-2.26%)
At close: October 30 at 8:08:19 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies that demonstrate attractive investment attributes and sustainable business practices and have no material unresolvable environmental, social and governance (ESG) issues. It invests principally in common stocks.

BNY Mellon Sustainable US Eq Fd Z

New York, NY 10166
200 Park Avenue

Fund Overview

Category Large Blend
Fund Family BNY Mellon
Net Assets 519.21M
YTD Return 10.26%
Yield 0.15%
Morningstar Rating
Inception Date Aug 31, 1999

Fund Operations

Last Dividend 0.04
Last Cap Gain 46.00
Holdings Turnover 31.79%
Average for Category --

Fees & Expenses

Expense DRTHX Category Average
Annual Report Expense Ratio (net)
0.75% 0.78%
Prospectus Net Expense Ratio
0.75% --
Prospectus Gross Expense Ratio
0.75% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- --
Max Deferred Sales Load
-- --
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Mr. Pope joined Brookfield Investment Management in 2014 as a Director of the natural resources investment team. He is responsible for implementing investment strategy with a focus in energy, including upstream, downstream, chemicals and services. Prior to that, he was a Senior Analyst and Managing Director at Dahlman Rose (and upon acquisition at Cowen & Company) covering Exploration and Production sector. Before that, Mr. Pope was an Analyst at JP Morgan Chase & Co, Research Division, where he covered the U.S. based exploration and production companies. While at JP Morgan, he was also responsible for a number of in-depth research studies, including those relating to specific domestic production regions and emerging gas recovery technologies. Mr. Pope began his career in 2001 as a Senior Project Engineer at ExxonMobil Production Co. Mr. Pope was the recipient of Institutional Investor's Rising Stars of E&P Research in 2011. He earned a Bachelor of Science degree in Chemical Engineering from the Texas A&M University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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