Dreyfus S&P 500 Index Fund (PEOPX)

50.12
Net Asset Value
-1.30%
1 Day
-3.06%
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 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-4.06% 3 years+16.89%
3 months+0.38% 5 years+15.06%
1 year+12.92% Since inception+9.04%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+15.06%+13.88%
Expense ratio0.51%1.13%
Risk 5 year sharpe ratio1.141.03
Net assets$2.9B$3.7B
Average market cap$72.0B$100.3B
Average P/E18.616.9
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$750.00

Holdings

U.S. stock97.09%
Cash1.85%
International stock1.01%
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 Apple Inc3.48%
XOM Exxon Mobil Corporation2.10%
MSFT Microsoft Corp2.06%
JNJ Johnson & Johnson1.57%
BRKB Berkshire Hathaway Inc Class B1.47%
WFC Wells Fargo & Co1.39%
GE General Electric Co1.36%
PG Procter & Gamble Co1.32%
JPM JPMorgan Chase & Co1.26%
CVX Chevron Corp1.14%

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