About DRTCX
BNY Mellon Sustainable U.S. Equity Fund Class I is an actively managed mutual fund that primarily invests in equity securities of U.S. companies. Its primary objective is long-term capital appreciation, focusing on businesses that demonstrate strong environmental, social, and governance (ESG) practices. The fund typically allocates at least 80% of its net assets to U.S. equities, positioning itself in the large blend category, which means it holds a mix of growth and value stocks across large-cap companies. Key sectors represented among its top holdings include technology, consumer cyclical, financial services, healthcare, and communication services, with notable companies such as NVIDIA, Microsoft, and Apple holding significant portfolio weights.
The fund distinguishes itself with a sustainability mandate, though it maintains some exposure to industries like fossil fuels and deforestation-risk sectors, reflecting a pragmatic approach to ESG integration rather than strict exclusion. With a turnover rate of 31% and an expense ratio of 0.69%, it offers institutional share class features, including a relatively low minimum initial investment. Since its inception in 1999, the BNY Mellon Sustainable U.S. Equity Fund Class I has aimed to provide investors broad U.S. equity market exposure while integrating sustainable investing principles into its portfolio construction.
Fund Family BNY Mellon
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol DRTCX
Share Class Class I
Index S&P 500 TR
DRTCX had a total return of 14.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.18%.
