Dreyfus S&P 500 Index Fund (PEOPX)

56.57
Net Asset Value
-0.11%
1 Day
+4.66%
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+2.71% 3 years+11.83%
3 months+1.54% 5 years+13.08%
1 year+15.95% Since inception+9.16%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+13.08%+11.72%
Expense ratio0.51%0.95%
Risk 5 year sharpe ratio1.201.07
Net assets$2.6B$5.7B
Average market cap$96.0B$152.1B
Average P/E20.620.6
Portfolio turnover3%3%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 18 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

U.S. stock98.71%
International stock0.88%
Cash0.41%
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 Apple3.68%
MSFT Microsoft3.16%
AMZN Amazon2.76%
FB Facebook1.81%
JPM JPMorgan Chase1.64%
BRKB Berkshire Hathaway1.64%
JNJ Johnson & Johnson1.49%
XOM Exxon Mobil1.45%
GOOG Google1.36%
GOOGL Google1.33%