PESPX Mutual Fund

PESPX Mutual Fund (BNY Mellon Midcap Index Fund, Inc Investor Class) is managed by BNY Mellon Investment Management with $1.10B in net assets. PESPX expense ratio is 0.50%, holding 402 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1991-06-19.

PESPX performance shows a YTD return of 14.20%. The 1-year return is 20.34% and the 5-year return is 7.94%. PESPX dividend yield stands at 10.71%, paid annually.

PESPX top holdings include S&P Mid 400 Emini Sep26 (0.9%), Twilio Inc. Class A (0.8%), Carpenter Technology Corpcommon Stock (0.8%), Mks Instruments Inc (0.8%), Dreyfus Institutional Preferred Government Plus Money Market Fund (0.8%). Go to all PESPX holdings, PESPX sectors, or PESPX dividends.

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