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Dreyfus S&P 500 Index Fund (PEOPX)

47.77
Net Asset Value
-1.83%
1 Day
-1.40%
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 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.

Performance

1 month-4.63% 3 years+9.16%
3 months-1.38% 5 years+11.18%
1 year-3.23% Since inception+8.70%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+11.18%+9.61%
Expense ratio0.51%1.05%
Risk 5 year sharpe ratio0.920.79
Net assets$2.6B$3.9B
Average market cap$72.4B$99.6B
Average P/E18.819.2
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. stock98.84%
International stock0.58%
Cash0.55%
Fixed income0.04%
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 Apple2.84%
MSFT Microsoft2.16%
XOM Exxon Mobil2.01%
JNJ Johnson & Johnson1.69%
GE General Electric1.57%
BRKB Berkshire Hathaway1.49%
FB Facebook1.48%
AMZN Amazon1.39%
T AT&T1.31%
JPM JPMorgan Chase1.27%

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