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 (2) | |||
| 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 | 0.16% | |||
| Dividend | DRTHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.93% | |||
| Asset Allocation | DRTHX-NASDAQ | Click to Compare |
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| Cash | 0.83% | |||
| Stock | 99.18% | |||
| U.S. Stock | 95.94% | |||
| Non-U.S. Stock | 3.24% | |||
| 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 | 1.77% | |||
| 30-Day Total Return | -4.06% | |||
| 60-Day Total Return | -5.87% | |||
| 90-Day Total Return | -5.54% | |||
| Year to Date Total Return | -4.97% | |||
| 1-Year Total Return | 23.04% | |||
| 2-Year Total Return | 23.43% | |||
| 3-Year Total Return | 60.61% | |||
| 5-Year Total Return | 56.54% | |||
| 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 | $18.90 | |||
| 1-Month Low NAV | $18.18 | |||
| 1-Month High NAV | $19.81 | |||
| 52-Week Low NAV | $15.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.19 | |||
| 52-Week High Price (Date) | Nov 03, 2025 | |||
| Beta / Standard Deviation | DRTHX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 12.33 | |||
| Balance Sheet | DRTHX-NASDAQ | Click to Compare |
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| Total Assets | 492.88M | |||
| Operating Ratios | DRTHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 27.23% | |||
| Performance | DRTHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.81% | |||
| Last Bear Market Total Return | -15.26% | |||