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

    Overview

    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
    $1,000,000
    Class Inception Date
    09/30/16
    Class Status
    Not available for purchase by individual investors.
    Fund Assets
    $453,493,955  As of  09/06/24
    Class Assets
    $301,600  As of  09/06/24
    Portfolio Turnover Rate
    30.51% As of fiscal year end  05/31/24
    Morningstar Category
    Large Blend
    Benchmark
    S&P 500® Index
    Morningstar Overall Rating
    Fund Holdings
    44 As of 07/31/24

    Morningstar Rating™ as of July 31, 2024 for the Class Y class shares; other classes may have different performance characteristics. Overall rating for the Large Blend category. Fund ratings are out of 5 Stars: Overall 3 Stars (1298 funds rated); 3 Yrs. 2 Stars (1298 funds rated); 5 Yrs. 3 Stars (1192 funds rated); 10 Yrs. 3 Stars (895 funds rated).

    Portfolio Managers

    • Nick Pope

      Nick Pope

      Portfolio Manager, Newton Investment Management

      Managing Fund Since 2022

      Joined Firm in 2011

      Joined Industry in 2005
    • Julianne D. McHugh

      Julianne D. McHugh

      Senior Portfolio Manager, Newton Investment Management North America, LLC

      Managing Fund Since 2023

      Joined Firm in 2004

      Joined Industry in 1992
    Performance

    Total Returns

    Month End

    Average Annual
    As of 08/31/24
    Name 3 MO
    08/31/24     		YTD
    08/31/24     		1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Sustainable U.S. Equity Fund, Inc.
    DTCYX
    		5.41 20.80 28.71 6.45 14.95 11.29 10.00

    Quarter End

    Average Annual
    As of 06/30/24
    Name 3 MO
    06/30/24     		YTD
    06/30/24     		1 YR 3 YRS 5 YRS 10 YRS Since Inception
    BNY Mellon Sustainable U.S. Equity Fund, Inc.
    DTCYX
    		5.41 18.41 27.78 8.37 14.79 11.37 10.00
    S&P 500® Index
    		4.28 15.29 24.56 10.01 15.05 12.86 -

    The performance data quotes represents past performance, which is no guarantee of future results. Yield, share price and investment return fluctuate and an investor's shares may be worth more or less than original cost upon redemption. Current performance may be lower or higher than the performance quoted. Click above for month-end returns.

    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 Y shares of the fund represent the performance of the fund's Class Z for periods prior to September 30, 2016, the inception date for Class Y shares, and the performance of Class Y, 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

    Past performance is no guarantee of future results.

    Historical Performance

      Not available for purchase by individual investors.

       

      Past performance is no guarantee of future results.

      Yearly Total Return

      Yearly

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

      Fees & Expenses

      Prospectus Fee Table Expense Ratios

      As of  09/29/23 Fee Description Expense Ratio (%)
      Management Fee 0.60%
      Other Expenses 0.09%
      Total Expenses 0.69%
      Net Expenses 0.69%
      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 29, 2024, 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 share classes (excluding Rule 12b-1 fees, shareholder services fees, taxes, interest expense, brokerage commissions, commitment fees on borrowings and extraordinary expenses) exceed .70%. On or after September 29, 2024, BNY Mellon Investment Adviser, Inc. may terminate this expense limitation agreement at any time.
      Portfolio

      Portfolio Manager/Sub-Investment Adviser

      Newton Investment Management Limited (NIM), the fund's sub-adviser, has entered into a sub-sub- investment advisory agreement with its affiliate, Newton Investment Management North America, LLC (NIMNA), to enable NIMNA to provide certain advisory services to NIM for the benefit of the fund, including, but not limited to, portfolio management services.

      Nick Pope and Julianne McHugh are the fund's primary portfolio managers. Mr. Pope and Ms. McHugh have been primary portfolio managers of the fund since January 2022 and March 2023, respectively. Mr. Pope is a portfolio manager on the Sustainable Equity strategy at NIM. Ms. McHugh is Head of Sustainable Equities and a senior portfolio manager at NIMNA. NIM's Responsible Investment team provides input to the portfolio managers, including supporting fundamental research and company-level ESG analysis, which helps to identify sustainable investment themes, as well as controversy monitoring, company engagement and active proxy voting.

      Top Holdings

      Download Total Holdings
      As of 07/31/24

      Asset Allocation

          Stats & Risks

          Daily Statistics

          As of 09/06/24 Name NAV Change 07/16/24  12 Month 
          High Nav           		10/27/23  12 Month 
          Low Nav           		YTD Return
          DTCYX
          		$18.80
          -$0.28
          -1.47%
          		$19.93 $14.42 15.34%

          Performance Metrics

          Overall Morningstar Rating

          MORNINGSTAR CATEGORY Large Blend

          Morningstar Rating™ as of 07/31/24 for the Class Y shares; other classes may have different performance characteristics. Overall rating for the Large Blend. Fund ratings are out of 5 Stars: Overall 3 Stars (1298 funds rated); 3 Yrs. 2 Stars (1298 funds rated); 5 Yrs. 3 Stars (1192 funds rated); 10 Yrs. 3 Stars (895 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.

          Lipper Rankings

          • 1 Year
            148 out of 680
          • 3 Year
            476 out of 619
          • 5 Year
            283 out of 566
          • 10 Year
            out of

          LIPPER CLASSIFICATION Large-Cap Core Funds

          Lipper Category returns and rankings as of 08/31/24, are calculated by Lipper Inc., a Reuters Company, which is a nationally recognized organization that compares the performance of mutual funds with similar investment objectives. The Category returns represent the average performance of included funds, while rankings compare an individual fund's returns to those of the other funds in its category. Both are based on total return performance, with capital gains and dividends reinvested, with annual operating expenses deducted, but without including front or back-end sales charges. Rankings begin with the actual share class inception. Rankings are relative to a peer group and do not necessarily mean that the fund had high total returns. Rankings do not reflect sales loads

          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.

          Risk Metrics

          As of  07/31/24  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
          DTCYX
          		18.11 -2.73 1.00 97.43 0.25

          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.


          Alpha - Alpha is a measure of a security's or portfolio's excess return.

          Beta - Beta is a measure of a security’s or portfolio’s volatility, or systematic risk.

          R-Squared - R-squared is a statistical measure that represents the percentage of a fund’s or security’s movements that are explained by movements in a benchmark index.

          Sharpe Ratio - Sharpe ratio is a risk-adjusted measure that measures reward per unit of risk. The higher the Sharpe ratio, the better.

          Standard Deviation - Standard deviation is a statistical measure of the degree to which an individual portfolio return tends to vary from the mean, based on the entire population. The greater the degree of dispersion, the greater the degree of risk. In mutual funds, the standard deviation tells us how much the return on the fund is deviating from the expected normal returns.

          Distributions

          Dividend Schedule

          Declared
          Annually
          Distributed
          Annually
          Paid
          Annually
          Fiscal Year End
          May 31
          Annualized Distribution Rate
          %
          As of 
          Year Dividend ($) Capital Gains ($)
          2023 0.1208 0.4410
          2022 0.1019 1.6702
          2021 0.1187 0.7216
          2020 0.1343 0.3878
          2019 0.1233 0.1550
          2018 0.2026 0.2978
          2017 0.1491 2.8954
          2016 0.1550 0.5350

          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
          12/04/23 12/05/23 12/05/23 0.0000 0.1208 0.0000 0.0000 0.4410 0.5618
          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
          12/02/22 12/05/22 12/05/22 0.0000 0.1019 0.0000 0.0000 1.6702 1.7721
          12/01/21 12/02/21 12/02/21 0.0432 0.0755 0.0813 0.1421 0.4982 0.8403
          12/02/20 12/03/20 12/03/20 0.0000 0.1343 0.0000 0.0575 0.3303 0.5221
          12/04/19 12/05/19 12/05/19 0.0000 0.1233 0.0000 0.0100 0.1450 0.2783
          12/03/18 12/04/18 12/04/18 0.0000 0.2026 0.0000 0.0000 0.2972 0.4998
          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 0.1036 0.0455 0.4543 0.1995 2.2416 3.0445
          12/01/16 12/02/16 12/02/16 0.0000 0.1550 0.0000 0.0000 0.5350 0.6900
          Literature

          Literature

          PRODUCT MATERIALS

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          Factsheet, Prospectus and Reports

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          Factsheet Download
          Prospectus Download
          Summary Prospectus Download
          SAI Download
          Annual Report - Class Y Download
          Semi Annual Report Download
          Annual Financials and Other Information Download
          1Q Fiscal Holdings Download
          3Q Fiscal Holdings Download

          Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Download a prospectus, or summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.

          This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions.

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