Dreyfus S&P 500 Index Fund (PEOPX)

52.57
Net Asset Value
0.00%
1 Day
+1.68%
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-1.39% 3 years+16.93%
3 months+0.92% 5 years+17.14%
1 year+6.85% Since inception+9.01%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+17.14%+12.97%
Expense ratio0.51%1.10%
Risk 5 year sharpe ratio1.271.16
Net assets$2.9B$3.9B
Average market cap$72.9B$104.9B
Average P/E19.118.4
Portfolio turnover4%4%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 15 Years
Minimal initial investment$2,500.00
Minimum IRA investment$750.00

Holdings

U.S. stock95.70%
Cash3.01%
International stock1.22%
Fixed income0.08%
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 Apple3.82%
XOM Exxon Mobil1.88%
MSFT Microsoft1.76%
JNJ Johnson & Johnson1.48%
BRKB Berkshire Hathaway1.39%
WFC Wells Fargo1.35%
GE General Electric1.32%
JPM JPMorgan Chase1.19%
PG Procter & Gamble1.17%
PFE Pfizer1.13%

To view my watchlist

Not a member yet?

Sign up now for a free account

Partner Financial Offers