PESPX Mutual Fund

PESPX Mutual Fund (BNY Mellon Midcap Index Fund, Inc Investor Class) is managed by BNY Mellon Investment Management with $1.16B in net assets. PESPX expense ratio is 0.50%, holding 403 positions across sectors including Industrials, Financials, Information Technology. 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 10.72%, paid annually.

PESPX top holdings include Ciena Corp (1.1%), Coherent, Inc (1.0%), Dreyfus Institutional Preferred Government Plus Money Market Fund (0.9%), Lumentum Holdings Inc (0.8%), Curtiss-wright Corp (0.7%). 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.