Dreyfus S&P 500 Index Fund (PEOPX)

53.57
Net Asset Value
+0.19%
1 Day
-0.89%
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+1.87% 3 years+9.28%
3 months-6.83% 5 years+12.55%
1 year+12.62% Since inception+9.11%
Data through --

Peer Comparisonvs. Large blend

 PEOPXCategory
Performance 5-yr return+12.55%+11.72%
Expense ratio0.51%0.97%
Risk 5 year sharpe ratio1.231.11
Net assets$2.6B$5.3B
Average market cap$92.7B$125.1B
Average P/E20.921.5
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. stock99.04%
International stock0.84%
Cash0.12%
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 Microsoft3.11%
AMZN Amazon2.57%
BRKB Berkshire Hathaway1.70%
FB Facebook1.69%
JPM JPMorgan Chase1.67%
JNJ Johnson & Johnson1.52%
XOM Exxon Mobil1.40%
GOOG Google1.39%
GOOGL Google1.37%