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.
BNY Mellon Institutional S&P 500 Stock Index Fund Class I DSPIX
- NAV / 1-Day Return 48.80 / +0.51 %
- Total Assets 1.4B
-
Adj. Expense Ratio
0.210%
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.86%
- Turnover 3%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DSPIX
Will DSPIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.70 | 106M | Technology |
Apple Inc | 6.32 | 87M | Technology |
Microsoft Corp | 4.81 | 66M | Technology |
Amazon.com Inc | 4.11 | 57M | Consumer Cyclical |
Alphabet Inc Class A | 3.56 | 49M | Communication Services |
Broadcom Inc | 3.14 | 43M | Technology |
Alphabet Inc Class C | 2.84 | 39M | Communication Services |
Meta Platforms Inc Class A | 2.12 | 29M | Communication Services |
Tesla Inc | 1.70 | 24M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 1.38 | 19M | Financial Services |
United States