PEOPX Mutual Fund

NAV$67.31

Fund Essentials - as of Jan 31, 2026

Net Assets
$2.7B
Expense Ratio
0.50%
Dividend Yield (Current)
9.41%
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+21.72%
3 Year+17.64%
5 Year+11.50%
10 Year+13.88%

Asset Allocation

Stocks: 98.69%
Bonds: 0.33%
Cash: 0.70%
Other: 0.27%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.78%
AAPLApple, Inc6.42%
MSFTMicrosoft Corp 4.100 Feb 06 375.36%
AMZNAmazon.Com Inc3.90%
GOOGLAlphabet Inc Common Stock USD 0.0013.29%
Top 10 Concentration: 38.13%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
9.41%
Frequency
Annually
Latest Distribution
$7.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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PEOPX Mutual Fund Overview

PEOPX Mutual Fund (BNY Mellon S&P 500 Index Fund) is managed by BNY Mellon Investment Management with $2.67B in net assets. PEOPX expense ratio is 0.50%, holding 506 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1990-01-02.

PEOPX performance shows a YTD return of 9.59%. The 1-year return is 21.72% and the 5-year return is 11.50%. PEOPX dividend yield stands at 9.41%, paid annually.

PEOPX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.4%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Amazon.Com Inc (3.9%), Alphabet Inc Common Stock USD 0.001 (3.3%). View all PEOPX holdings, sector breakdown, or dividend history.

PEOPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.