Nasdaq - Delayed Quote USD

BNY Mellon Sustainable U.S. Equity Fund (DRTHX)

18.76
+0.59
+(3.25%)
As of 8:09:15 AM EDT. Market Open.
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  • Previous Close 18.17
  • YTD Return -6.95%
  • Expense Ratio 0.76%
  • Category Large Blend
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 429.32M
  • Beta (5Y Monthly) 0.99
  • Yield 0.33%
  • 5y Average Return --
  • Holdings Turnover 30.51%
  • Last Dividend 0.06
  • Inception Date Aug 31, 1999

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.

BNY Mellon

Fund Family

Large Blend

Fund Category

429.32M

Net Assets

1999-08-31

Inception Date

More about BNY Mellon Sustainable U.S. Equity Fund

Performance Overview: DRTHX

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Trailing returns as of 5/7/2025. Category is Large Blend.

YTD Return

DRTHX
6.95%
Category
5.31%
 

1-Year Return

DRTHX
6.63%
Category
20.31%
 

3-Year Return

DRTHX
10.17%
Category
6.48%
 

5-Year Return

DRTHX
13.01%
Category
11.78%
 

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Holdings: DRTHX

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Sector Weightings

SectorDRTHX
Technology   31.83%
Financial Services   17.19%
Healthcare   15.28%
Industrials   11.99%
Consumer Cyclical   7.95%
Consumer Defensive   5.78%
Utilities   4.37%
Communication Services   4.28%
Basic Materials   1.32%
Real Estate   0.00%
Energy   0.00%
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Recent News: DRTHX

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Research Reports: DRTHX

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