Mutual Funds - Profile

Dreyfus Sustainable US Equity Fund, Inc

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in U.S. companies that meet environment, social and governance criteria.

The sub-adviser’s investment process begins with several economic themes that are designed to construct a broader framework based on social, financial and political, and environmental factors and issues. The framework helps in understanding trends, events, and competitive dynamics at play worldwide.

Next, the investment team with the help of quantitative and qualitative research identifies companies that meet growth and valuation criteria with sustainable business models and financial strength.

The team then applies a rigorous audit of More

Price

  • Last Close
  • $15.82
    -0.05
  • 52 Week HL
  • $16.12 - $11.59
  • Net Assets
  • $523.98 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 15, 2021

Company Holding
Microsoft Corporation 7.23
Apple Inc 6.29
Amazon Com 6.29
Alphabet Inc 4.91
Citigroup Inc 3.90
Company Holding
Accenture Plc 3.63
QUALCOMM Incorporated 3.41
Abbott Laboratories 3.35
Medtronic Plc 3.30
Goldman Sachs 3.15
Total 45.46%

Manager

  • Name
  • Jeff Munroe
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Newton Investment Management Limited

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
19.1 % YTD

  • 3 Year
  • 70.1%
  • 5 Year
  • 109.58%
  • Best
  • 32.78%
    2013
  • Worst
  • -35.07%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
DTCCX 19%19%29%-7%19%10%-1%10%31%14%-1%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.4% -16.3% 13.6% -0.9% 5.3% 1.3% 1.3% 2.6% 11.9% 13.9% -
Q2 7.5% 21.5% 4.4% 2.7% 1.7% -0.4% -1.7% 5.2% 4% -6.2% -
Q3 7.8% 8.9% 2.4% 8.7% 4% 4.5% -8.4% 0.5% 4.6% 4.6% -
Q4 3.7% 7.9% 5.9% -13.4% 1.7% 3.5% 4.7% 3.4% 9.1% -2.1% -

Returns +
M

J F M A M J J A S O N D
2021 -0.5% 1.9% 2.9% 4.8% -0.5% 3% 4.1% 3.3% 0.3% -1.6% - -
2020 2% -7.2% -11.6% 12.8% 3.4% 4.2% 5.8% 7% -3.8% -3.3% 10.9% 0.7%

Annual Return

Index Comparison

Alpha

NAV