BNY Mellon Equity Income Fund - BNY Mellon
Shareclass
BNY Mellon Equity Income Fund Class I (DQIRX)
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 Equity Income Fund - BNY Mellon
FUND COVERAGE
# of holdings110
% 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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 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 Corp0.87%$18.04M
- 2. Citigroup Inc0.5%$10.49M
- 3. Philip Morris International Inc2.67%$55.55M
- 4. JPMorgan Chase & Co2.89%$60.21M
- 5. Ralph Lauren Corp0.47%$9.73M
- 6. Edison International0.89%$18.6M
- 7. PepsiCo Inc0.39%$8.08M
- 8. Hasbro Inc0.59%$12.34M
- 9. Johnson & Johnson1.77%$36.91M
- 10. Exelon Corp0.73%$15.27M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.14%$2.9M
- 2. Cincinnati Financial Corp0.25%$5.15M
- 3. A O Smith Corp0.28%$5.84M
- 4. CF Industries Holdings Inc0.49%$10.11M
- 5. Broadcom Inc4.25%$88.6M
- 6. Skyworks Solutions Inc1.03%$21.46M
- 7. Simon Property Group Inc0.49%$10.2M
- 8. Franklin Resources Inc0.19%$4.06M
- 9. Howmet Aerospace Inc0.64%$13.38M
- 10. International Paper Co0.29%$6.01M
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 Equity Income Fund - BNY Mellon
Totals
Holdings
Assets
Weight
Prisons
11.0
$297.96M
14%
Prisons high risk
2.0
$12.32M
0.59%
Private prisons
0.0
$0
0%
Borders
9.0
$329.04M
16%
Borders high risk
2.0
$23.6M
1.13%
Total
13.0
$350.54M
17%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$93.85M
4.51%
2.
Alphabet Inc
:$59.8M
2.87%
3.
Amazon.com Inc
:$59.53M
2.86%
4.
Alphabet Inc
:$48.49M
2.33%
5.
AT&T Inc
:$34.34M
1.65%
6.
Lockheed Martin Corp
:$18.24M
0.88%
7.
First Horizon Corp
:$8.24M
0.4%
8.
Walmart Inc
$8.15M
0.39%
9.
Regions Financial Corp
$6.96M
0.33%
10.
Citizens Financial Group Inc
:$5.36M
0.26%
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 Equity Income Fund - BNY Mellon DQIRX
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