Morningstar® Investment Profile™   Morningstar®
for Print
BNY Mellon Sustainable US Eq Port Initl
Release date as of 2023-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Below Avg Average 1300
5-Year Average Average 1192
10-Year Average Below Avg 886
Overall Average Average 1300
Morningstar Category: Large Blend | Number of Funds in Category: 1300
Data through 2023-11-30
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 17.67
Mean 6.30
Sharpe Ratio 0.30
Trailing 3-Yr as of 2023-11-30
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM TR USD
R-Squared 97
Beta 0.99
Alpha -2.11
Trailing 3-Yr as of 2023-11-30
  Principal Risks   
Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Market/Market Volatility, Equity Securities, Socially Conscious, Management, Large Cap, Technology Sector
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.