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Dreyfus S&P 500 Index Fund (PEOPX)

53.28
Net Asset Value
-0.22%
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+2.32% 3 years+16.94%
3 months+1.54% 5 years+15.75%
1 year+8.72% Since inception+8.89%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+15.75%+15.84%
Expense ratio0.51%1.10%
Risk 5 year sharpe ratio1.361.23
Net assets$2.8B$3.8B
Average market cap$72.5B$102.0B
Average P/E19.018.1
Portfolio turnover4%4%

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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. stock97.12%
Cash1.55%
International stock1.29%
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 Apple3.90%
MSFT Microsoft1.93%
XOM Exxon Mobil1.88%
JNJ Johnson & Johnson1.46%
GE General Electric1.45%
WFC Wells Fargo1.42%
JPM JPMorgan Chase1.36%
BRKB Berkshire Hathaway1.34%
PG Procter & Gamble1.15%
PFE Pfizer1.11%