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 58.72 / +1.12 %
- Total Assets 2.3 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 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 35.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.00 | 170.1 Mil | Technology |
NVIDIA Corp | 6.41 | 155.7 Mil | Technology |
Apple Inc | 6.40 | 155.6 Mil | Technology |
Amazon.com Inc | 3.73 | 90.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.33 | 56.6 Mil | Communication Services |
Alphabet Inc Class A | 2.26 | 54.9 Mil | Communication Services |
Alphabet Inc Class C | 1.89 | 45.9 Mil | Communication Services |
E-mini S&P 500 Future Sept 24 | 1.87 | 45.6 Mil | — |
Berkshire Hathaway Inc Class B | 1.55 | 37.7 Mil | Financial Services |
Eli Lilly and Co | 1.52 | 37.0 Mil | Healthcare |