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 53.90 / −0.57 %
- Total Assets 2.2 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 1.00%
- Turnover 2%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:58 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 31.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.98 | 164.9 Mil | Technology |
Apple Inc | 5.56 | 131.3 Mil | Technology |
NVIDIA Corp | 4.98 | 117.7 Mil | Technology |
Amazon.com Inc | 3.68 | 87.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.39 | 56.4 Mil | Communication Services |
Alphabet Inc Class A | 1.99 | 47.1 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.71 | 40.3 Mil | Financial Services |
Alphabet Inc Class C | 1.67 | 39.5 Mil | Communication Services |
Eli Lilly and Co | 1.38 | 32.7 Mil | Healthcare |
Broadcom Inc | 1.30 | 30.7 Mil | Technology |