PEOPX
BNY Mellon S&P 500 Index Fund
1W: -1.0%
1M: +0.0%
3M: +1.8%
YTD: +12.3%
1Y: +4.3%
3Y: +65.0%
5Y: +61.8%
$69.49
+0.51 (+0.74%)
Weekly Expected Move ±1.4%
$67
$68
$69
$70
$71
Key Statistics
AUM$2.8B
Holdings501
Top 10 Wt38.1%
Volume0
Avg Volume0
Beta1.04
Portfolio Fundamentals
P/E15.3
P/B4.2
Div Yield1.31%
ROE31.9%
% Profitable91%
Inception1989-12-29
Sector Allocation
Technology
27.3%
Financial Services
11.3%
Consumer Cyclical
11.0%
Communication Services
10.9%
Real Estate
9.7%
Healthcare
8.4%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 0QOJ.L | 7.78% | $210.0M | 1,052,336 |
| 2 | APPLE INC | AAPL.DE | 6.39% | $172.5M | 635,782 |
| 3 | MICROSOFT CORP | 4338.HK | 4.86% | $131.1M | 321,574 |
| 4 | AMAZON.COM INC | 0R1O.IL | 4.15% | $112.1M | 423,047 |
| 5 | ALPHABET INC | GOOGL.SW | 3.59% | $97.0M | 252,128 |
| 6 | BROADCOM INC | 1YD.DE | 3.17% | $85.7M | 205,326 |
| 7 | ALPHABET INC | ABEC.F | 2.86% | $77.4M | 202,528 |
| 8 | META PLATFORMS INC | FB2A.DE | 2.15% | $58.0M | 94,718 |
| 9 | TESLA INC | TL0.DE | 1.72% | $46.5M | 121,796 |
| 10 | BERKSHIRE HATHAWAY INC | BRYN.DE | 1.39% | $37.6M | 79,412 |