U.S. MUTUAL FUNDS

overview

BNY Mellon has engaged Fayez Sarofim & Co. to serve as the sub-investment advisor of several mutual funds. The funds are managed by a team of portfolio managers, consisting of Alan Christensen, Catherine Crain, Gentry Lee, Christopher Sarofim and Charles Sheedy. Our partnership with BNY Mellon has enabled Fayez Sarofim & Co. to offer our investing style to a broader universe of investors, due to the low minimum investment required and customer support offered by BNY Mellon.

bny mellon appreciation fund

Fayez Sarofim & Co. has been the sub-investment advisor to this fund for BNY Mellon since 1990. This fund seeks long-term capital appreciation consistent with the preservation of capital while current income is a secondary goal. The Appreciation Fund has over $1 billion in assets and is managed using the same investment philosophy we employ for our direct large capitalization accounts. This fund has a minimum investment of $1,000 and can be added to in increments of as low as $100. The Appreciation Fund is consistently recognized for its long track record of competitive performance, tax efficiency and relatively low fees.

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bny mellon worldwide growth fund

Fayez Sarofim & Co. has been the sub-investment advisor to this fund since 1993. This fund seeks long-term capital appreciation consistent with the preservation of capital while current income is a secondary goal. The BNY Mellon Worldwide Growth Fund is managed under the same investment philosophy as the BNY Mellon Appreciation Fund but looks outside the U.S. market for potential investments. This global fund normally invests at least 25% of its assets in foreign companies and is appropriate for those investors looking for exposure to foreign as well as domestic companies. This fund has a minimum investment of $1,000 and can be added to in increments of as low as $100.

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sarofim equity fund

The Sarofim Equity Fund seeks long-term capital appreciation consistent with the preservation of capital while current income is a secondary goal. The fund invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but it may also invest up to 25% of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts (“ADRs”). The Sarofim Equity Fund focuses on companies with market capitalizations exceeding $5 billion at the time of purchase. This fund has a minimum investment of $2,500 and can be added to in increments of as low as $100.

For additional information, please call 1.855.SAROFIM (1.855.727.6346).