PEOPX Mutual Fund

PEOPX Mutual Fund

NAV$68.30
See how much of PEOPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$2.7B
Expense Ratio
0.50%
Dividend Yield (Current)
9.18%
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: 97.77%
Bonds: 0.29%
Cash: 0.79%
Other: 1.15%
See how much of PEOPX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
NVDANvidia Corp.7.39%
AAPLApple, Inc6.48%
MSFTMicrosoft Corp 4.100 Feb 06 374.22%
AMZNAmazon.Com Inc3.56%
GOOGLAlphabet A Usd 0.0013.19%
Top 10 Concentration: 35.79%Report Date: Jun 30, 2026
Download all 506 holdings for PEOPX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.18%
Frequency
Annually
Latest Distribution
$7.72
-

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 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 9.18%, paid annually.

PEOPX top holdings include Nvidia Corp. (7.4%), Apple, Inc (6.5%), Microsoft Corp 4.100 Feb 06 37 (4.2%), Amazon.Com Inc (3.6%), Alphabet A Usd 0.001 (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.