PEOPX Mutual Fund

PEOPX Mutual Fund

NAV$68.98
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Fund Essentials - as of Jul 31, 2026

Net Assets
$2.7B
Expense Ratio
0.50%
Dividend Yield (Current)
9.18%
Holdings
505
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+12.54%
1 Year+19.78%
3 Year+20.00%
5 Year+11.98%
10 Year+14.68%

Asset Allocation

Stocks: 97.12%
Bonds: 0.32%
Cash: 1.12%
Other: 1.44%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp7.37%
AAPLApple, Inc6.88%
MSFTMicrosoft Corp5.24%
AMZNAmazon.Com Inc4.03%
GOOGLAlphabet Inc,class A3.17%
Top 10 Concentration: 36.75%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
9.18%
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 $2.70B in net assets. PEOPX expense ratio is 0.50%, holding 505 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1990-01-02.

PEOPX performance shows a YTD return of 12.54%. The 1-year return is 19.78% and the 5-year return is 11.98%. PEOPX dividend yield stands at 9.18%, paid annually.

PEOPX top holdings include Nvidia Corp (7.4%), Apple, Inc (6.9%), Microsoft Corp (5.2%), Amazon.Com Inc (4.0%), Alphabet Inc,class A (3.2%). 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.