BNY Mellon Sustainable U.S. Equity Portfolio, 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 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
    $368,590,403  As of  08/30/24
    Class Assets
    $308,018,600  As of  08/30/24
    Portfolio Turnover Rate
    35.09% As of fiscal year end  12/31/23
    Morningstar Category
    Large Blend
    Benchmark
    S&P 500® Index
    Morningstar Overall Rating
    Fund Holdings
    44 As of 07/31/24
    FUND STATUS
    Open

    Morningstar Rating™ as of July 31, 2024 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 (1298 funds rated); 3 Yrs. 1 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
    Fees & Expenses

    Fees & Expenses

    Variable insurance products have additional fees, charges and expenses. Please consult the applicable variable contract prospectus for more detailed information.

    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

        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  07/31/24  3-Year Trailing Standard Deviation Alpha Beta R-Squared Sharpe Ratio
        -
        		18.06 -4.15 1.00 97.37 0.17

        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

        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 Download
        Semi Annual Report - Initial Shares Download
        Semi Annual Financials and Other Information Download
        1Q Fiscal Holdings Download
        3Q Fiscal Holdings Download