Dreyfus S&P 500 Index Fund (PEOPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to match the performance of the Standard & Poor's ® 500 Composite Stock Price Index. To pursue its goal, the fund generally is fully invested in stocks included in the S&P 500 ® Index and in futures whose performance is tied to the index. It generally invests in all 500 stocks in the S&P 500 ® Index in proportion to their weighting in the index. The S&P 500 ® Index is an unmanaged index of 500 common stocks chosen to reflect the industries of the U.S. economy and is often considered a proxy for the stock market in general. The fund is non-diversified.


1 month-1.62% 3 years+15.55%
3 months+0.81% 5 years+13.92%
1 year+12.16% Since inception+9.08%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.92%+13.88%
Expense ratio0.51%1.14%
Risk 5 year sharpe ratio1.181.07
Net assets$2.9B$3.9B
Average market cap$69.7B$102.1B
Average P/E17.918.1
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$750.00


U.S. stock95.00%
International stock0.99%
Fixed income0.11%
Top 5 Sectors
Portfolio weighting
Financial service 16.34%
Energy 12.11%
Industrial materials 11.82%
Consumer goods 11.08%
Healthcare 10.71%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.73%
XOM Exxon Mobil2.01%
MSFT Microsoft1.81%
JNJ Johnson & Johnson1.52%
BRKB Berkshire Hathaway1.42%
WFC Wells Fargo1.33%
GE General Electric1.30%
PG Procter & Gamble1.24%
JPM JPMorgan Chase1.10%
PFE Pfizer1.07%

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