BNY Mellon Sustainable U.S. Equity Portfolio, Inc.
- Fund Code 0111
- CUSIP 05588H101
- SHARE CLASS
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Why invest in this Fund?
Morningstar Rating™ as of October 31, 2025 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 (1223 funds rated); 3 Yrs. 3 Stars (1223 funds rated); 5 Yrs. 2 Stars (1134 funds rated); 10 Yrs. 3 Stars (881 funds rated).
Yields and Expense Ratio
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30-DAY SEC YIELD as of 11/24/25 |
PROSPECTUS FEE TABLE EXPENSE RATIO (%) as of 05/01/25 |
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|---|---|---|---|---|
| Subsidized | Unsubsidized | Net | Gross | Contractual Fee Waiver End Date |
| 0.00 | 0.00 | 0.67 | 0.67 | 05/01/26 |
Yield fluctuates and past performance is no guarantee of future results.
The SEC 30-day Yield is calculated by dividing the net investment income per share earned during the period (calculated in accordance with regulatory guidelines) by the maximum offering price per share on the last day of the period.
Unsubsidized yield displays what the fund's 30-Day SEC Yield would have been had no fee waiver or expense reimbursement been in place during the period.
Gross 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 Gross Expenses, or Net Expenses (if including fee waivers or expense reimbursements) is the actual fund expense ratio applicable to investors.
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
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 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 10/31/25 3-Year Trailing | Standard Deviation | Alpha | Beta | R-Squared | Sharpe Ratio |
|---|---|---|---|---|---|
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13.53 | -3.04 | 1.02 | 94.69 | 1.02 |
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
PRODUCT MATERIALS
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Factsheet, Prospectus and Reports
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