BNY Mellon Dynamic Value Fund
Shareclass
BNY Mellon Dynamic Value Fund Y (DRGYX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund BNY Mellon Dynamic Value Fund
FUND COVERAGE
# of holdings75
% 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
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp2.61%$249.42M
- 2. Citigroup Inc1.99%$189.71M
- 3. Philip Morris International Inc0.87%$82.97M
- 4. JPMorgan Chase & Co3%$286.29M
- 5. Johnson & Johnson3.87%$369.37M
- 6. Northrop Grumman Corp1.04%$99.6M
- 7. The Goldman Sachs Group Inc1.8%$171.8M
- 8. Check Point Software Technologies Ltd0.55%$52.67M
- 9. AT&T Inc2.52%$240.48M
- 10. Cummins Inc0.71%$67.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B3.42%$326.65M
- 2. Charles Schwab Corp0.51%$48.33M
- 3. Howmet Aerospace Inc0.78%$74.08M
- 4. International Paper Co1.05%$100M
- 5. CSX Corp1.46%$139.41M
- 6. Hubbell Inc1.31%$125.2M
- 7. Dolby Laboratories Inc Class A1.06%$101.13M
- 8. Applied Materials Inc1.15%$109.77M
- 9. Micron Technology Inc0.53%$50.83M
- 10. Diamondback Energy Inc0.86%$82.6M
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
Totals
Holdings
Assets
Weight
Prisons
3
$733.76M
7.68%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$1.1B
12%
Borders high risk
2
$327.64M
3.43%
Total
7
$1.43B
15%
Holdings — 7 flagged holdings
1.
Berkshire Hathaway Inc Class B
$326.65M
3.42%
2.
Amazon.com Inc
:$258.5M
2.71%
3.
AT&T Inc
:$240.48M
2.52%
4.
L3Harris Technologies Inc
:$228.04M
2.39%
5.
First Horizon Corp
:$148.6M
1.56%
6.
Thermo Fisher Scientific Inc
:$127.97M
1.34%
7.
Northrop Grumman Corp
:$99.6M
1.04%
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 DRGYX
Environment
Social
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