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BNY Mellon Smallcap Stock Index Fund (DISSX)

20.78
-1.61
(-7.19%)
At close: 8:03:44 PM EDT
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  • Previous Close 22.39
  • YTD Return -3.02%
  • Expense Ratio 0.51%
  • Category Small Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 983.08M
  • Beta (5Y Monthly) 1.14
  • Yield 1.39%
  • 5y Average Return --
  • Holdings Turnover 40.52%
  • Last Dividend 0.37
  • Inception Date Jun 30, 1997

To pursue its goal, the fund generally is fully invested in all of the stocks that comprise the S&P SmallCap 600® Index and in futures whose performance is tied to the index. It generally invests in all 600 stocks in the index in proportion to their weighting in the index; however, at times, the fund may invest in a representative sample of stocks included in the index and in futures whose performance is tied to the index. Under these circumstances, the adviser expects to invest in approximately 500 or more of the stocks in the index.

BNY Mellon

Fund Family

Small Blend

Fund Category

983.08M

Net Assets

1997-06-30

Inception Date

Performance Overview: DISSX

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Trailing returns as of 4/1/2025. Category is Small Blend.

YTD Return

DISSX
3.02%
Category
20.19%
 

1-Year Return

DISSX
5.85%
Category
60.18%
 

3-Year Return

DISSX
2.50%
Category
11.32%
 

5-Year Return

DISSX
10.30%
Category
13.88%
 

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Holdings: DISSX

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Sector Weightings

SectorDISSX
Industrials   17.66%
Technology   12.94%
Healthcare   11.33%
Real Estate   8.88%
Energy   4.62%
Utilities   1.83%

Recent News: DISSX

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Research Reports: DISSX

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