Morningstar

BNY Mellon MidCap Index Fund Investor Shares PESPX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 30.93  /  −0.58 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.91%
  • Turnover 14%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PESPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon MidCap Index Inv 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
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Portfolio Holdings PESPX

More PESPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P Mid 400 Emini Sep26

0.91 12M
—

Twilio Inc Class A

0.85 12M
Technology

Carpenter Technology Corp

0.83 11M
Industrials

MKS Inc

0.82 11M
Technology

BNY Dreyfus Instl Pref Gov Plus MMkt

0.77 11M
Cash and Equivalents

Curtiss-Wright Corp

0.76 10M
Industrials

nVent Electric PLC

0.74 10M
Industrials

Entegris Inc

0.74 10M
Technology

ATI Inc

0.73 10M
Industrials

Illumina Inc

0.72 10M
Healthcare

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