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Dreyfus S&P 500 Index Fund (PEOPX)

56.60
Net Asset Value
-0.14%
1 Day
+4.72%
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+4.11% 3 years+13.29%
3 months+9.65% 5 years+15.32%
1 year+25.04% Since inception+9.23%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+15.32%+14.24%
Expense ratio0.51%0.99%
Risk 5 year sharpe ratio1.521.37
Net assets$2.7B$5.4B
Average market cap$96.3B$136.9B
Average P/E22.922.7
Portfolio turnover3%3%

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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. stock98.77%
International stock0.87%
Cash0.36%
Fixed income0.00%
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 Apple3.78%
MSFT Microsoft2.87%
AMZN Amazon2.03%
FB Facebook1.83%
BRKB Berkshire Hathaway1.66%
JNJ Johnson & Johnson1.63%
JPM JPMorgan Chase1.61%
XOM Exxon Mobil1.54%
GOOG Google1.37%
GOOGL Google1.36%