PEOPX Mutual Fund

PEOPX Mutual Fund

NAV$69.01
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Fund Essentials - as of Apr 30, 2026

Net Assets
$2.8B
Expense Ratio
0.50%
Dividend Yield (Current)
9.42%
Holdings
506
Inception Date
Jan 2, 1990
Fund Family
BNY Mellon Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.59%
1 Year+18.95%
3 Year+18.73%
5 Year+12.30%
10 Year+14.51%

Asset Allocation

Stocks: 98.41%
Bonds: 0.34%
Cash: 0.94%
Other: 0.32%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.78%
AAPLApple, Inc6.39%
MSFTMicrosoft Corp4.86%
AMZNAmazon.Com Inc4.15%
GOOGLAlphabet Inc Common Stock USD 0.0013.59%
Top 10 Concentration: 38.06%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
9.42%
Frequency
Annually
Latest Distribution
$7.72
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PEOPX Mutual Fund Overview

PEOPX Mutual Fund (BNY Mellon S&P 500 Index Fund) is managed by BNY Mellon Investment Management with $2.79B in net assets. PEOPX expense ratio is 0.50%, holding 506 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1990-01-02.

PEOPX performance shows a YTD return of 9.59%. The 1-year return is 18.95% and the 5-year return is 12.30%. PEOPX dividend yield stands at 9.42%, paid annually.

PEOPX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.4%), Microsoft Corp (4.9%), Amazon.Com Inc (4.2%), Alphabet Inc Common Stock USD 0.001 (3.6%). Go to all PEOPX holdings, PEOPX sectors, or PEOPX dividends.

PEOPX can be compared against other funds. Use PEOPX overlap to find shared positions, or PEOPX vs another fund for a side-by-side view. PEOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.