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    BNY Mellon Sustainable U.S. Equity Portfolio, 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 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
    10/07/93
    Fund Assets
    $279,194,770  As of  10/03/23
    Class Assets
    $242,548,932  As of  10/03/23
    Portfolio Turnover Rate
    28.92% As of fiscal year end  12/31/22
    Morningstar Category
    Large Blend
    Benchmark
    S&P 500® Index
    Morningstar Overall Rating
    Fund Holdings
    40 As of 08/31/23
    FUND STATUS
    Open

    Morningstar Rating™ as of August 31, 2023 for the Initial Shares 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 (1277 funds rated); 3 Yrs. 1 Stars (1277 funds rated); 5 Yrs. 4 Stars (1178 funds rated); 10 Yrs. 3 Stars (874 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.

     

    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

    • Nick  Pope

      Nick Pope

      Portfolio Manager, Newton Investment Management

      1 yr(s). on fund

    • Julianne D. McHugh

      Julianne D. McHugh

      Senior Portfolio Manager, 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

    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

    As of 08/31/23

    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.
        Social Investment 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.

        Risk Metrics

        As of  08/31/23  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
        -
        17.87 -4.64 0.99 97.28 0.28

        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.



        Literature

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