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Dreyfus S&P 500 Index Fund (PEOPX)

50.09
Net Asset Value
+0.44%
1 Day
+3.38%
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 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+0.40% 3 years+10.13%
3 months+8.19% 5 years+11.38%
1 year+0.56% Since inception+8.66%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+11.38%+9.61%
Expense ratio0.51%1.05%
Risk 5 year sharpe ratio0.880.75
Net assets$2.6B$3.9B
Average market cap$73.2B$94.7B
Average P/E19.118.4
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyDreyfus
Fund manager & tenureThomas Durante / 16 Years
Minimal initial investment$2,500.00
Minimum IRA investment$750.00

Holdings

U.S. stock97.99%
Cash1.36%
International stock0.60%
Fixed income0.05%
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 Apple3.32%
MSFT Microsoft2.40%
XOM Exxon Mobil1.91%
JNJ Johnson & Johnson1.64%
GE General Electric1.63%
BRKB Berkshire Hathaway1.46%
FB Facebook1.44%
T AT&T1.32%
AMZN Amazon1.26%
WFC Wells Fargo1.23%

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