Morningstar

BNY Mellon Institutional S&P 500 Stock Index Fund Class I DSPIX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $50.74  /  +1.30 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.210%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.82%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis DSPIX

Will DSPIX 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 DSPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSPIX 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 DSPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Instl S&P 500 Stk Idx I 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
Rated on Published on

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Portfolio Holdings DSPIX

More DSPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.14 108M
Technology

Apple Inc

7.16 95M
Technology

Microsoft Corp

5.61 75M
Technology

Amazon.com Inc

3.60 48M
Consumer Cyclical

Alphabet Inc Class A

2.97 40M
Communication Services

Broadcom Inc

2.46 33M
Technology

Alphabet Inc Class C

2.38 32M
Communication Services

Meta Platforms Inc Class A

2.35 31M
Communication Services

Micron Technology Inc

1.77 24M
Technology

E-mini S&P 500 Future Dec 26

1.53 20M
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