Morningstar

BNY Mellon MidCap Index Fund Investor Shares PESPX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $30.12  /  −0.37 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.97%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis PESPX

Will PESPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PESPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PESPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PESPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon MidCap Index Inv holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PESPX

More PESPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

0.98 12M
Technology

BNY Dreyfus Instl Pref Gov Plus MMkt

0.95 12M
Cash and Equivalents

S&P Mid 400 Emini Sep26

0.95 12M
—

Illumina Inc

0.89 11M
Healthcare

TechnipFMC PLC

0.86 11M
Energy

Everpure Inc Class A

0.81 10M
Technology

Okta Inc Class A

0.80 10M
Technology

ATI Inc

0.77 10M
Industrials

nVent Electric PLC

0.67 9M
Industrials

Carpenter Technology Corp

0.65 8M
Industrials

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