Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
BNY Mellon Sustainable US Eq Port Initl
Release date as of 2024-01-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-10-06  
Maximum Fees
Administrative ---
Management 0.60%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.60%
Expense Ratio 0.67%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.68%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1993-10-07
Mngr Name Julianne D. McHugh
Mngr Start Date 2023-03-31
Biography
Julianne is a senior portfolio manager and Newton’s head of sustainable equities. As an experienced investor, she has been integral in identifying resources to support and enhance the integration of sustainability considerations into the firm’s investment practices. Julianne manages a selection of global and regional equity mandates. She is the lead portfolio manager for the BNY Mellon Large Cap Securities Fund, leveraging the global research team to deliver capital growth by investing in high quality US companies with strong positions in their industries. Julianne has led the Emerging Markets Research Fund since its inception in February 2014. She also serves as a portfolio manager for Newton’s Global Research Equity and Global First Decade Innovators strategies. Julianne joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Julianne was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Julianne was an equity analyst at State Street Research & Management. Julianne has a BS in Finance from Lehigh University and an MBA with a Financial Management track from MIT Sloan School of Management.
Mngr Name Nicholas Pope
Mngr Start Date 2022-01-31
Biography
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.
Investment Advisor(s)
BNY Mellon Investment Funds VII, Inc.
Web Site
www.dreyfus.com
Issuer
BNY Mellon
Subadvisor(s)
Newton Investment Management Ltd
Newton Investment Management North America, LLC
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