Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
BNY Mellon Sustainable US Eq Port Initl
Release date as of 2022-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Above Avg Average 1232
5-Year Above Avg Below Avg 1110
10-Year Average Below Avg 815
Overall Above Avg Below Avg 1232
Morningstar Category: Large Blend | Number of Funds in Category: 1232
Data through 2022-07-31
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.
  Volatility Measurements
Standard Deviation 19.31
Mean 13.86
Sharpe Ratio 0.74
Trailing 3-Yr as of 2022-07-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM TR USD
R-Squared 98
Beta 0.97
Alpha 1.26
Trailing 3-Yr as of 2022-07-31
  Principal Risks   
Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Market/Market Volatility, Equity Securities, Socially Conscious, Management, Large Cap
Show Risk Definitions
  Investment Risks
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.
Show Data Definitions

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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.