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Dreyfus S&P 500 Index Fund (PEOPX)

51.53
Net Asset Value
+0.59%
1 Day
+5.88%
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+3.87% 3 years+10.32%
3 months+7.95% 5 years+13.41%
1 year+24.04% Since inception+8.85%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+13.41%+13.18%
Expense ratio0.51%1.02%
Risk 5 year sharpe ratio1.281.15
Net assets$2.6B$4.5B
Average market cap$80.6B$105.4B
Average P/E20.320.7
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. stock98.56%
International stock0.77%
Cash0.61%
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 Apple3.16%
MSFT Microsoft2.47%
XOM Exxon Mobil1.91%
JNJ Johnson & Johnson1.60%
BRKB Berkshire Hathaway1.58%
JPM JPMorgan Chase1.58%
AMZN Amazon1.51%
GE General Electric1.43%
FB Facebook1.38%
T AT&T1.33%

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