The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
BNY Mellon S&P 500 Index PEOPX
- NAV / 1-Day Return 61.82 / −0.13 %
- Total Assets 2.4 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 0.93%
- Turnover 2%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 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 34.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.83 | 164.0 Mil | Technology |
Microsoft Corp | 6.63 | 159.3 Mil | Technology |
NVIDIA Corp | 6.14 | 147.5 Mil | Technology |
Amazon.com Inc | 3.65 | 87.7 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.22 | 53.3 Mil | Communication Services |
Alphabet Inc Class A | 2.15 | 51.7 Mil | Communication Services |
Alphabet Inc Class C | 1.80 | 43.3 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.69 | 40.7 Mil | Financial Services |
Broadcom Inc | 1.49 | 35.9 Mil | Technology |
Tesla Inc | 1.38 | 33.0 Mil | Consumer Cyclical |