BNY Mellon Sustainable U.S. Equity Fund Class Z
DRTHX
NASDAQ
| Weiss Ratings | DRTHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DRTHX-NASDAQ | Click to Compare |
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| Provider | BNY Mellon | |||
| Manager/Tenure (Years) | Nicholas Pope (4), Julianne D. McHugh (3) | |||
| Website | http://www.bny.com/investments | |||
| Fund Information | DRTHX-NASDAQ | Click to Compare |
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| Fund Name | BNY Mellon Sustainable U.S. Equity Fund Class Z | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 29, 1972 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DRTHX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.15% | |||
| Dividend | DRTHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.88% | |||
| Asset Allocation | DRTHX-NASDAQ | Click to Compare |
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| Cash | 1.02% | |||
| Stock | 98.98% | |||
| U.S. Stock | 96.35% | |||
| Non-U.S. Stock | 2.63% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DRTHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.46% | |||
| 30-Day Total Return | 0.91% | |||
| 60-Day Total Return | 3.71% | |||
| 90-Day Total Return | 4.50% | |||
| Year to Date Total Return | 10.85% | |||
| 1-Year Total Return | 13.17% | |||
| 2-Year Total Return | 30.97% | |||
| 3-Year Total Return | 77.75% | |||
| 5-Year Total Return | 64.59% | |||
| Price | DRTHX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DRTHX-NASDAQ | Click to Compare |
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| Nav | $22.05 | |||
| 1-Month Low NAV | $21.41 | |||
| 1-Month High NAV | $22.11 | |||
| 52-Week Low NAV | $18.18 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $22.31 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | DRTHX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 13.85 | |||
| Balance Sheet | DRTHX-NASDAQ | Click to Compare |
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| Total Assets | 519.81M | |||
| Operating Ratios | DRTHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 31.79% | |||
| Performance | DRTHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.69% | |||
| Last Bear Market Total Return | -15.26% | |||