The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
BNY Mellon S&P 500 Index PEOPX
- NAV / 1-Day Return 59.24 / +0.63 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.500%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.96%
- Turnover 2%
USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:13 PM GMT+0
Morningstar’s Analysis PEOPX
Will PEOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.59 | 150.4 Mil | Technology |
Apple Inc | 5.63 | 128.5 Mil | Technology |
NVIDIA Corp | 4.86 | 111.0 Mil | Technology |
Amazon.com Inc | 3.65 | 83.2 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.19 | 49.9 Mil | Communication Services |
Meta Platforms Inc Class A | 2.16 | 49.2 Mil | Communication Services |
E-mini S&P 500 Future June 24 | 1.94 | 44.3 Mil | — |
Alphabet Inc Class C | 1.85 | 42.2 Mil | Communication Services |
Dreyfus Instl Preferred Gov Plus MMkt | 1.80 | 41.2 Mil | Cash and Equivalents |
Berkshire Hathaway Inc Class B | 1.64 | 37.5 Mil | Financial Services |