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Individual Investors

    BNY Mellon Sustainable U.S. Equity Fund, Inc.

    Why invest in this Fund?

    The fund seeks long-term capital appreciation. To pursue this goal, the fund normally invests at least 80% of its net assets in stocks (or derivatives) of U.S. companies that demonstrate attractive investment attributes and sustainable business practices and have no material unresolvable environmental, social and governance (ESG) issues. The fund focuses on companies with market caps of $5 billion or more. The fund may invest up to 20% of its assets in foreign securities, including up to 10% in emerging markets securities.
    Min. class investment
    $1,000
    Class Inception Date
    08/31/99
    Fund Assets
    $398,985,823  As of  02/03/23
    Class Assets
    $1,304,538  As of  02/03/23
    Portfolio Turnover Rate
    24.86% As of fiscal year end  05/31/22
    Morningstar Category
    Large Blend
    Benchmark
    S&P 500® Index
    Fund Holdings
    40 As of 12/31/22

    Morningstar Rating™ as of December 31, 2022 for the Class C class shares; other classes may have different performance characteristics. Overall rating for the Large Blend category. Fund ratings are out of 5 Stars: Overall 2 Stars (1223 funds rated); 3 Yrs. 2 Stars (1223 funds rated); 5 Yrs. 3 Stars (1116 funds rated); 10 Yrs. 2 Stars (818 funds rated). The Morningstar Rating™ for funds, or "star rating", is calculated for managed products with at least a 3-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance (not including the effects of sales charges, loads and redemption fees if applicable), placing more emphasis on downward variations and rewarding consistent performance. Managed products; including open-end mutual funds, closed-end funds and exchange-traded funds; are considered a single population for comparative purposes. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. © Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The fund represents a single portfolio with multiple share classes that have different expense structures. Other share classes may have achieved different results.

     

    Portfolio Managers

    • Nick  Pope

      Nick Pope

      Portfolio Manager, Newton Investment Management

      1 yr(s). on fund


    Total Returns

    Click here to see SALES CHARGE  Max Sales Charge:  1.00%  CDSC Load
    Average Annual
    As of 01/31/23
    Name 3 MO
    01/31/23
    YTD
    01/31/23
    1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Sustainable U.S. Equity Fund, Inc.
    DTCCX
    4.23 6.04 -12.90 7.03 8.54 10.12 9.08
    Average Annual
    As of 12/31/22
    Name 3 MO
    12/31/22
    YTD
    12/31/22
    1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Sustainable U.S. Equity Fund, Inc.
    DTCCX
    4.61 -23.62 -23.62 5.64 8.19 10.15 8.97
    S&P 500® Index
    7.56 -18.11 -18.11 7.66 9.42 12.56 -

    The S&P 500® Index is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization. Investors cannot invest directly in any index.

    The total return performance figures presented for Class C shares of the fund represent the performance of the fund's Class Z for periods prior to August 31, 1999, the inception date for Class C shares, and the performance of Class C, respectively, from that inception date. Performance reflects the applicable class' distribution/servicing fees since the inception date. Had these fees and expenses been reflected for periods prior, performance would have been different.


    Investors should consider, when deciding whether to purchase a particular class of shares, the investment amount, anticipated holding period and other relevant factors.

    Growth of $10,000 Investment

    Historical Performance

      These figures do not reflect the maximum sales charge which, if included, would reduce return.

      Yearly Total Return

      Investment return fluctuates and past performance is no guarantee of future results.


      Redemption Charge

      As of    REDEMPTION YEAR CDSC
      Year  1 1.00

      Class C shares are subject to a contingent deferred sales charge (CDSC) imposed on Class C shares redeemed within one year of purchase.

      Prospectus Fee Table Expense Ratios

      As of  09/30/22 Fee Description Expense Ratio (%)
      Management Fee 0.60%
      12B-1 Fee 0.75%
      Service Fee 0.25%
      Other Expenses 0.23%
      Total Expenses 1.83%
      Expenses Reimbursed 0.13%
      Net Expenses 1.70%
      Total Expenses is the total annual operating expense ratio for the fund, before any fee waivers or expense reimbursements. Net Expenses is the total annual operating expense ratio for the fund, after any applicable fee waivers or expense reimbursements. The Total Expenses, or Net Expenses (if including fee waivers or expense reimbursements) is the actual fund expense ratio applicable to investors.
      The fund's investment adviser, BNY Mellon Investment Adviser, Inc., has contractually agreed, until September 30, 2023, to waive receipt of its fees and/or assume the direct expenses of the fund so that the direct expenses of none of the fund's classes (excluding Rule 12b-1 fees, shareholder services fees, taxes, interest, brokerage commissions, commitment fees on borrowings and extraordinary expenses) exceed .70%. On or after September 30, 2023, BNY Mellon Investment Adviser, Inc. may terminate this expense limitation agreement at any time.

      Portfolio Manager/Sub-Investment Adviser

      The fund's investment adviser is BNY Mellon Investment Adviser, Inc. (BNYM Investment Adviser). BNYM Investment Adviser has engaged its affiliate, Newton Investment Management Limited (Newton), to serve as the fund's sub-adviser. Nick Pope is the fund's primary portfolio manager, a position he has held since January 2022. Mr. Pope is a portfolio manager on the Sustainable Equity strategy at Newton. Newton's Responsible Investment team provides key input to the portfolio manager of this strategy, including fundamental research and company-level ESG analysis, which leverages Newton's thematic research framework to identify sustainable investment themes, as well as controversy monitoring, company engagement and active proxy voting.

      Top Holdings

      As of 12/31/22

      Asset Allocation


          Daily Statistics

          As of 02/03/23 Name NAV Change 03/29/22  12 Month 
          High Nav
          12/28/22  12 Month 
          Low Nav
          YTD Return
          DTCCX
          $11.42
          -$0.15
          -1.30%
          $14.90 $10.45 7.84%

          Main Risks

          Equities are subject to market, market sector, market liquidity, issuer, and investment style risks to varying degrees.
          Small and midsized company stocks tend to be more volatile and less liquid than larger company stocks as these companies are less established and have more volatile earnings histories.
          Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries.
          Socially responsible portfolios can limit the number of investment opportunities available to the portfolio which may produce more modest gains than portfolios that are not subject to such special investment considerations.
          Recent market risks include pandemic risks related to COVID-19. The effects of COVID-19 have contributed to increased volatility in global markets and will likely affect certain countries, companies, industries and market sectors more dramatically than others. To the extent the fund may overweight its investments in certain countries, companies, industries or market sectors, such positions will increase the fund's exposure to risk of loss from adverse developments affecting those countries, companies, industries or sectors.

          Risk Metrics

          As of  12/31/22  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
          DTCCX
          21.16 -1.80 0.99 97.62 0.32

          All risk metrics are provided by Morningstar. The index used in the calculations are determined by Morningstar which may not be the funds primary benchmark. The index Morningstar used for this analysis is S&P 500® Index.


          Dividend Schedule

          Declared
          Annually
          Distributed
          Annually
          Paid
          Annually
          Fiscal Year End
          May 31
          Year Dividend ($) Capital Gains ($)
          2022 0.0000 1.6702
          2021 0.0000 0.7216
          2020 0.0000 0.3878
          2019 0.0421 0.1550
          2018 0.0681 0.2978
          2017 0.0000 2.8954
          2016 0.0290 0.5350
          2015 0.0130 1.6904
          2014 0.0238 1.7630
          2013 0.0746 0.3516

          There is no guarantee that the fund will distribute any level annually. Capital gains may be short-term, long-term, or both.

          Distributions History

          Record Date Ex-Dividend Date Payable Date Ordinary 
          Non-Qualified 
          Dividends
          Qualified 
          Dividends
          Non-Qualified 
          Short-Term 
          Capital Gain
          Qualified 
          Short-Term 
          Capital Gain
          Long-Term 
          Capital Gain
          Total 
          Distribution
          Reinvest 
          NAV
          12/02/22 12/05/22 12/05/22 0.0000 0.0000 0.0000 0.0000 1.6702 1.6702 11.00
          Record Date Ex-Dividend Date Payable Date Ordinary 
          Non-Qualified 
          Dividends
          Qualified 
          Dividends
          Non-Qualified 
          Short-Term 
          Capital Gain
          Qualified 
          Short-Term 
          Capital Gain
          Long-Term 
          Capital Gain
          Total 
          Distribution
          Reinvest 
          NAV
          12/01/21 12/02/21 12/02/21 0.0000 0.0000 0.0813 0.1421 0.4982 0.7216 -
          12/02/20 12/03/20 12/03/20 0.0000 0.0000 0.0000 0.0575 0.3303 0.3878 -
          12/04/19 12/05/19 12/05/19 0.0000 0.0421 0.0000 0.0100 0.1450 0.1971 -
          12/03/18 12/04/18 12/04/18 0.0000 0.0681 0.0000 0.0000 0.2972 0.3653 -
          03/20/18 03/21/18 03/21/18 0.0000 0.0000 0.0000 0.0000 0.0006 0.0006 -
          12/01/17 12/04/17 12/04/17 0.0000 0.0000 0.4543 0.1995 2.2416 2.8954 -
          12/01/16 12/02/16 12/02/16 0.0000 0.0290 0.0000 0.0000 0.5350 0.5640 -
          12/02/15 12/03/15 12/03/15 0.0000 0.0130 0.0000 0.0941 1.5963 1.7034 -
          12/03/14 12/04/14 12/04/14 0.0000 0.0238 0.0000 0.1131 1.6499 1.7868 -
          12/04/13 12/05/13 12/05/13 0.0127 0.0619 0.0301 0.1464 0.1751 0.4262 -
          12/05/12 12/06/12 12/06/12 0.0000 0.0000 0.0000 0.0000 0.0212 0.0212 -
          12/04/09 12/07/09 12/07/09 0.0000 0.0180 0.0000 0.0000 0.0000 0.0180 -
          11/27/01 11/28/01 11/28/01 0.0000 0.0000 0.0000 0.0000 0.0000 0.0731 -
          12/05/00 12/06/00 12/06/00 0.0550 0.0000 0.0000 0.0000 0.0000 0.8980 -
          12/07/99 12/08/99 12/08/99 0.0000 0.0000 0.2330 0.0000 0.0000 1.3480 -
          See all rows...

          Literature

          PRODUCT MATERIALS

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          CHAMPIONING SUSTAINABLE INVESTING Download
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