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
$397,202,209
As of 08/25/25
Class Assets
$74,625,421
As of 08/25/25
Portfolio Turnover Rate
25.32%
As of fiscal year end 12/31/24
Benchmark
S&P 500® Index
Fund Holdings
46
As of 07/31/25
FUND STATUS
Open
Portfolio Managers
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Nick Pope
Portfolio Manager, Newton Investment Management
Managing Fund Since 2022
Joined Firm in 2011
Joined Industry in 2005
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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
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. (BNYIA). BNYIA has engaged its affiliate, Newton Investment Management Limited (NIM), to serve as the fund's sub-adviser. NIM has engaged its affiliate, Newton Investment Management North America, LLC (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 lead portfolio manager on various US Core Growth strategies 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.
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 lead portfolio manager on various US Core Growth strategies 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.
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.
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.
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PRODUCT MATERIALS
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