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Dreyfus S&P 500 Index Fund (PEOPX)

53.25
Net Asset Value
-0.17%
1 Day
+9.41%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.51%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to match the performance of the S&P 500 ® 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.

Performance

1 month-1.02% 3 years+9.27%
3 months+3.47% 5 years+13.20%
1 year+13.12% Since inception+9.04%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+13.20%+13.35%
Expense ratio0.51%1.00%
Risk 5 year sharpe ratio1.421.31
Net assets$2.7B$4.9B
Average market cap$87.8B$113.2B
Average P/E21.421.8
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 17 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

U.S. stock98.46%
International stock0.89%
Cash0.62%
Fixed income0.03%
Other0.00%
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 Apple3.57%
MSFT Microsoft2.53%
AMZN Amazon1.82%
FB Facebook1.69%
JNJ Johnson & Johnson1.69%
XOM Exxon Mobil1.62%
JPM JPMorgan Chase1.54%
BRKB Berkshire Hathaway1.53%
GOOGL Google1.31%
GOOG Google1.29%