BNY Mellon Dynamic Value Fund - BNY Mellon
Shareclass
BNY Mellon Dynamic Value Fund Class C (DCGVX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund BNY Mellon Dynamic Value Fund - BNY Mellon
FUND COVERAGE
# of holdings74
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp2.63%$267.79M
- 2. Citigroup Inc1.95%$198.12M
- 3. JPMorgan Chase & Co3.45%$351.84M
- 4. Johnson & Johnson3.86%$393.19M
- 5. Northrop Grumman Corp1.01%$102.88M
- 6. Alcoa Corp0.64%$65.31M
- 7. Bristol-Myers Squibb Co0.74%$75.55M
- 8. Goldman Sachs Group Inc/The1.26%$128.67M
- 9. Check Point Software Technologies Ltd0.48%$48.63M
- 10. Cummins Inc0.8%$81.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Permian Resources Corp0.97%$98.97M
- 2. Berkshire Hathaway Inc4.09%$416.51M
- 3. Charles Schwab Corp/The0.47%$48.09M
- 4. Howmet Aerospace Inc0.54%$54.75M
- 5. CSX Corp1.59%$161.78M
- 6. Hubbell Inc1.21%$122.91M
- 7. Dover Corp0.49%$49.91M
- 8. Dolby Laboratories Inc0.95%$96.9M
- 9. Applied Materials Inc2.22%$226.35M
- 10. Diamondback Energy Inc1.09%$111.18M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund BNY Mellon Dynamic Value Fund - BNY Mellon
Totals
Holdings
Assets
Weight
Prisons
7.0
$1.52B
15%
Prisons high risk
1.0
$213.93M
2.1%
Private prisons
0.0
$0
0%
Borders
7.0
$1.18B
12%
Borders high risk
2.0
$316.81M
3.11%
Total
9.0
$1.7B
17%
Holdings — 9 flagged holdings
1.
Berkshire Hathaway Inc
$416.51M
4.09%
2.
Alphabet Inc
:$250.59M
2.46%
3.
L3Harris Technologies Inc
:$213.93M
2.1%
4.
Amazon.com Inc
:$213.84M
2.1%
5.
Thermo Fisher Scientific Inc
:$171.47M
1.68%
6.
First Horizon Corp
:$150.95M
1.48%
7.
Northrop Grumman Corp
:$102.88M
1.01%
8.
Elevance Health Inc
$101.51M
1%
9.
AT&T Inc
:$76.42M
0.75%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BNY Mellon Dynamic Value Fund - BNY Mellon DCGVX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer