| BNY Mellon Sustainable US Eq Port Initl |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Below Avg |
Average |
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1288 |
| 5-Year |
Average |
Average |
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1186 |
| 10-Year |
Average |
Below Avg |
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892 |
| Overall |
Average |
Average |
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1288 |
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Morningstar Category: Large Blend | Number of Funds in Category:
1288 |
| Data through 2024-10-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
17.26 |
| Mean |
6.49 |
| Sharpe Ratio |
0.22 |
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Trailing 3-Yr as of 2024-10-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Morningstar US Large-Mid TR USD |
| R-Squared |
97 |
| Beta |
0.98 |
| Alpha |
-1.53 |
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Trailing 3-Yr as of 2024-10-31 |
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| Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Market/Market Volatility, Equity Securities, Socially Conscious, Management, Large Cap, Technology Sector |
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| Show Risk Definitions |
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| There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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