Morningstar

BNY Mellon S&P 500 Index Fund PEOPX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $68.61  /  −0.52 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.67%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis PEOPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon S&P 500 Index holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PEOPX

More PEOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.21 224M
Technology

Apple Inc

7.22 197M
Technology

Microsoft Corp

5.66 154M
Technology

Amazon.com Inc

3.63 99M
Consumer Cyclical

Alphabet Inc Class A

3.00 82M
Communication Services

Broadcom Inc

2.48 68M
Technology

Alphabet Inc Class C

2.40 65M
Communication Services

Meta Platforms Inc Class A

2.37 65M
Communication Services

Micron Technology Inc

1.79 49M
Technology

Tesla Inc

1.49 40M
Consumer Cyclical

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