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Dreyfus S&P 500 Index Fund (PEOPX)

52.16
Net Asset Value
+0.06%
1 Day
+7.17%
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+1.94% 3 years+10.37%
3 months+4.36% 5 years+13.11%
1 year+15.99% Since inception+8.95%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+13.11%+11.74%
Expense ratio0.51%1.01%
Risk 5 year sharpe ratio1.221.09
Net assets$2.7B$4.6B
Average market cap$85.6B$109.1B
Average P/E21.221.7
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 17 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

U.S. stock98.55%
International stock0.88%
Cash0.53%
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 Apple3.67%
MSFT Microsoft2.48%
AMZN Amazon1.71%
XOM Exxon Mobil1.66%
JNJ Johnson & Johnson1.64%
FB Facebook1.63%
BRKB Berkshire Hathaway1.54%
JPM JPMorgan Chase1.53%
GE General Electric1.27%
T AT&T1.24%