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Dreyfus S&P 500 Index Fund (PEOPX)

54.39
Net Asset Value
+0.59%
1 Day
+12.26%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.51%
Expense Ratio
Below 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+5.17% 3 years+9.31%
3 months+3.42% 5 years+14.61%
1 year+10.68% Since inception+8.76%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+14.61%+14.71%
Expense ratio0.51%1.02%
Risk 5 year sharpe ratio1.301.17
Net assets$2.6B$4.3B
Average market cap$77.1B$113.2B
Average P/E19.420.8
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 16 Years
Minimal initial investment$2,500.00
Minimum IRA investment$750.00

Holdings

U.S. stock98.38%
Cash1.16%
International stock0.39%
Fixed income0.07%
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 Apple3.24%
MSFT Microsoft2.47%
XOM Exxon Mobil1.83%
JNJ Johnson & Johnson1.68%
AMZN Amazon1.65%
FB Facebook1.61%
BRKB Berkshire Hathaway1.45%
GE General Electric1.38%
JPM JPMorgan Chase1.32%
-- 1.31%

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