Fossil fuel companiesare fueling the climate crisis.


BNY Mellon Large Cap Securities Fund

Shareclass
BNY Mellon Large Cap Securities Inc (DREVX)
Type
Open-end mutual fund
Manager
Fossil fuel exposure of 8.88% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Occidental Petroleum Corp
Carbon Underground 200Top 200 carbon reserves
$33.57 MILLION
EQT Corp
Carbon Underground 200Top 200 carbon reserves
$27.58 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
2
holdings
$61.15M
invested
3.05%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
5
holdings
$153.38M
invested
7.65%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
2
holdings
$49.47M
invested
2.47%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
6 holdings
6 holdings
  • 1. Schlumberger Ltd
    Oil/gas industry
    $35.67M
    1.78%
  • 2. Occidental Petroleum Corp
    Carbon Underground 200Oil/gas industry
    $33.57M
    1.68%
  • 3. Valero Energy Corp
    Oil/gas industry
    $31.73M
    1.58%
  • 4. EQT Corp
    Carbon Underground 200Oil/gas industry
    $27.58M
    1.38%
  • 5. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $24.83M
    1.24%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
BNY Mellon Large Cap Securities Fund $DREVX is 8.88% ($178.03 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on DREVX at Morningstar.com
Current fund
DREVX
BNY Mellon Large Cap Securities Fund
Family
BNY Mellon
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.12% more in annualized returns
More invested in fossil fuels 
0.23% more invested
Higher fossil finance risk score 
14 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
1.11% less invested
Current fund
DREVX
BNY Mellon Large Cap Securities Fund
Family
BNY Mellon
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.12% more in annualized returns
More invested in fossil fuels 
0.23% more invested
Higher fossil finance risk score 
14 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
1.11% less invested
Current fund
DREVX
BNY Mellon Large Cap Securities Fund
Family
BNY Mellon
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.12% more in annualized returns
More invested in fossil fuels 
0.23% more invested
Higher fossil finance risk score 
14 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
1.11% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
DREVX - BNY Mellon Large Cap Securities Fund
27%
13%
16%
13%
8.88% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
8.65% 
Fund compared to benchmark
 
6.45%
1.87%
1.98%
0.12%
0.23%  higher
Find more financial data on DREVX at Morningstar.com
What's next?
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