Morningstar® Investment Profile™   Morningstar®
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BNY Mellon Sustainable US Eq Port Initl
Release date as of 2024-04-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2024-04-30
Out of 1294
Large Blend Funds
Style Box™
What is this?
As of 2024-03-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks long-term capital appreciation.
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.
  Morningstar Category: Large Blend
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. 
  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.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 98.7
Bullet Non-U.S. Stocks Non-U.S. Stocks 0.0
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.4
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2024-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 22.54
Basic Materials 2.51
Consumer Cyclical 6.26
Financial Services 13.77
Real Estate 0.00
Sensitive 51.92
Communication Services 4.85
Energy 0.00
Industrials 10.90
Technology 36.17
Defensive 25.54
Consumer Defensive 6.56
Healthcare 15.90
Utilities 3.08
Data through 2024-03-31
Holding Status
Total Number of Stock Holdings 43
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 44.15
Turnover % (as of 2023-12-31) 35.09
30 Day SEC Yield % 0.00
Top Holdings
Sector P/E % of Net
Microsoft Corp 33.74 8.27
NVIDIA Corp 72.42 6.56 Inc 49.02 4.94
Apple Inc 26.49 4.87
Alphabet Inc Class A 24.97 4.79
JPMorgan Chase & Co 11.57 3.44
Costco Wholesale Corp 47.31 3.18
Mastercard Inc Class A 38.14 2.72
Eli Lilly and Co 117.11 2.69
Intuit Inc 63.90 2.69
Data through 2024-03-31
  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
  Other Information
Inception Date: 1993-10-07
Portfolio Manager(s)
Julianne D. McHugh   (2023-03-31)
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.
Nicholas Pope   (2022-01-31)
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 Adviser, Inc
BNY Mellon
Newton Investment Management Ltd
Newton Investment Management North America, LLC
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