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BNY Mellon Instl S&P 500 Stk Idx I DSPIX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 62.83  /  0.19 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.37%
  • Turnover 2%

Morningstar’s Analysis DSPIX

Will DSPIX outperform in future?

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

BNY Mellon Instl S&P 500 Stk Idx I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings DSPIX

  • Current Portfolio Date
  • Equity Holdings 503
  • Bond Holdings 1
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.91
132,062,320
Technology
6.44
123,126,397
Technology
3.17
60,578,528
Consumer Cyclical
2.95
56,391,669
Technology
2.13
40,716,827
Communication Services
1.90
36,266,136
Consumer Cyclical
1.83
35,020,097
Communication Services
1.83
34,957,522
Communication Services
1.75
33,518,806
Financial Services
1.29
24,705,439
Energy