BNY Mellon Sustainable U.S. Equity Portfolio, Inc.
- Fund Code 0423
- CUSIP 05588H200
- SHARE CLASS
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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 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
12/31/00
Fund Assets
$270,795,826
As of 03/29/23
Class Assets
$30,365,702
As of 03/29/23
Portfolio Turnover Rate
28.92%
As of fiscal year end 12/31/22
Benchmark
S&P 500® Index
Fund Holdings
39
As of 02/28/23
FUND STATUS
Open
This fund is only offered as an underlying investment option for variable annuity contracts and variable life insurance policies and is not sold directly to the general public. Please refer investors to the applicable variable annuity or variable life insurance prospectus as well as the underlying fund prospectus for more detailed information and other important considerations, which should be read carefully before investing.
Portfolio Managers
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Nick Pope
Portfolio Manager, Newton Investment Management
1 yr(s). on fund
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Julianne D. McHugh
Head of Impact, Newton Investment Management North America, LLC
Since March 2023
Fees & Expenses
Variable insurance products have additional fees, charges and expenses. Please consult the applicable variable contract prospectus for more detailed information.
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.
Asset Allocation
Main Risks
Equity Risk:
Equity funds are subject generally to market, market sector, market liquidity, issuer and investment style risks, among other factors, to varying degrees, all of which are more fully described in the fund?s prospectus.
SocialInvestment Risk:
Socially responsible funds may forgo opportunities to invest in other securities when advantageous, or may sell securities when disadvantageous for it to do so while pursuing its socially responsible criteria.
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.
Equity funds are subject generally to market, market sector, market liquidity, issuer and investment style risks, among other factors, to varying degrees, all of which are more fully described in the fund?s prospectus.
SocialInvestment Risk:
Socially responsible funds may forgo opportunities to invest in other securities when advantageous, or may sell securities when disadvantageous for it to do so while pursuing its socially responsible criteria.
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.
Literature
PRODUCT MATERIALS
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Factsheet, Prospectus and Reports
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