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BNY Mellon MidCap Index Fund (PESPX)

25.26
-1.80
(-6.65%)
At close: 8:03:56 PM EDT
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  • Previous Close 27.06
  • YTD Return -0.74%
  • Expense Ratio 0.51%
  • Category Mid-Cap Blend
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.47B
  • Beta (5Y Monthly) 1.11
  • Yield 1.06%
  • 5y Average Return --
  • Holdings Turnover 17.87%
  • Last Dividend 0.33
  • Inception Date Jun 19, 1991

To pursue its goal, the fund generally is fully invested in stocks included in the S&P MidCap 400® Index and in futures whose performance is tied to the index. It generally invests in all of the stocks in the S&P MidCap 400® Index in proportion to their weighting in the index. The S&P MidCap 400® Index is an unmanaged index of 400 common stocks of medium-size companies.

BNY Mellon

Fund Family

Mid-Cap Blend

Fund Category

1.47B

Net Assets

1991-06-19

Inception Date

Performance Overview: PESPX

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Trailing returns as of 4/1/2025. Category is Mid-Cap Blend.

YTD Return

PESPX
0.74%
Category
17.04%
 

1-Year Return

PESPX
8.20%
Category
50.44%
 

3-Year Return

PESPX
6.37%
Category
13.15%
 

5-Year Return

PESPX
12.47%
Category
13.75%
 

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Holdings: PESPX

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Sector Weightings

SectorPESPX
Industrials   20.50%
Technology   13.97%
Healthcare   9.61%
Real Estate   7.19%
Energy   4.64%
Utilities   2.33%

Recent News: PESPX

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Research Reports: PESPX

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