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Dreyfus S&P 500 Index Fund (PEOPX)

52.01
Net Asset Value
+0.79%
1 Day
+7.35%
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-1.21% 3 years+10.09%
3 months+4.31% 5 years+15.04%
1 year+16.08% Since inception+8.78%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+15.04%+10.10%
Expense ratio0.51%1.03%
Risk 5 year sharpe ratio1.181.05
Net assets$2.6B$4.1B
Average market cap$76.2B$105.1B
Average P/E19.919.9
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. stock97.41%
Cash1.97%
International stock0.58%
Fixed income0.05%
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 Apple2.97%
MSFT Microsoft2.32%
XOM Exxon Mobil1.92%
JNJ Johnson & Johnson1.79%
AMZN Amazon1.53%
FB Facebook1.49%
GE General Electric1.49%
BRKB Berkshire Hathaway1.41%
T AT&T1.39%
JPM JPMorgan Chase1.22%

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