BNY Mellon Sustainable US Eq Port Initl |
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Release date as of 2022-05-31. Data on page is subject to change. |
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Overall Morningstar Rating™
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What is this?
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As of 2022-05-31 |
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Out of 1221 Large Blend Funds
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Total Fund Assets ($ Mil) |
291.3 |
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Investment Objective & Strategy |
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The investment seeks long-term capital appreciation.
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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. The fund may invest up to 20% of its net assets in the stocks of foreign companies, that demonstrate attractive investment attributes and sustainable business practices and have no material unresolvable ESG issues. |
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Morningstar Category: Large Blend |
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Large-blend portfolios are fairly representative of the overall US stock market in size, growth
rates and price. Stocks in the top 70% of the capitalization of the US equity market are defined
as large cap. The blend style is assigned to portfolios where neither growth nor value
characteristics predominate. These portfolios tend to invest across the spectrum of US
industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index.
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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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% of Net Assets |
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U.S. Stocks |
98.7 |
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Non-U.S. Stocks |
0.0 |
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Bonds |
0.0 |
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Cash |
1.3 |
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Other |
0.0 |
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Data through 2022-04-30 |
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Morningstar Equity Sectors |
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% of Stocks |
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Cyclical |
26.11 |
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Basic Materials |
4.42 |
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Consumer Cyclical |
8.10 |
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Financial Services |
13.59 |
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Real Estate |
0.00 |
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Sensitive |
46.12 |
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Communication Services |
5.41 |
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Energy |
0.00 |
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Industrials |
6.46 |
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Technology |
34.25 |
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Defensive |
27.77 |
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Consumer Defensive |
6.81 |
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Healthcare |
15.90 |
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Utilities |
5.06 |
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Data through 2022-04-30 |
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Total Number of Stock Holdings |
38 |
Total Number of Bond Holdings |
0 |
% of Net Assets in Top 10 Holdings |
44.28 |
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Turnover % |
(as of 2021-12-31) |
13.23 |
30 Day SEC Yield % |
0.00 |
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Sector |
P/E |
% of Net Assets
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Apple Inc |
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24.20 |
7.34 |
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Microsoft Corp |
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28.38 |
7.31 |
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Amazon.com Inc |
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57.99 |
5.12 |
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Alphabet Inc Class A |
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20.58 |
4.34 |
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Accenture PLC Class A |
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30.06 |
4.08 |
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PepsiCo Inc |
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22.95 |
3.44 |
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Costco Wholesale Corp |
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36.71 |
3.29 |
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Abbott Laboratories |
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27.25 |
3.23 |
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Mastercard Inc Class A |
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37.24 |
3.16 |
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Medtronic PLC |
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26.85 |
2.97 |
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Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Market/Market Volatility, Equity Securities, Socially Conscious, Management, Large Cap |
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Show Risk Definitions |
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Inception Date: 1993-10-07 |
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Nicholas Pope (2022-01-31) |
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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. |
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BNY Mellon Investment Funds VII, Inc. |
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Newton Investment Management Ltd |
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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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