BNY Mellon MidCap Index Fund Investor Shares
PESPX
NASDAQ
| Weiss Ratings | PESPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PESPX-NASDAQ | Click to Compare |
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| Provider | BNY Mellon | |||
| Manager/Tenure (Years) | David France (5), Todd Frysinger (5), Vlasta Sheremeta (5), 2 others | |||
| Website | http://www.bnymellonim.com/us | |||
| Fund Information | PESPX-NASDAQ | Click to Compare |
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| Fund Name | BNY Mellon MidCap Index Fund Investor Shares | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 19, 1991 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PESPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.98% | |||
| Dividend | PESPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | PESPX-NASDAQ | Click to Compare |
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| Cash | 0.91% | |||
| Stock | 99.08% | |||
| U.S. Stock | 97.00% | |||
| Non-U.S. Stock | 2.08% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PESPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.76% | |||
| 30-Day Total Return | 4.95% | |||
| 60-Day Total Return | 9.15% | |||
| 90-Day Total Return | 10.14% | |||
| Year to Date Total Return | 9.15% | |||
| 1-Year Total Return | 20.31% | |||
| 2-Year Total Return | 26.39% | |||
| 3-Year Total Return | 40.63% | |||
| 5-Year Total Return | 51.43% | |||
| Price | PESPX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PESPX-NASDAQ | Click to Compare |
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| Nav | $29.44 | |||
| 1-Month Low NAV | $28.35 | |||
| 1-Month High NAV | $29.45 | |||
| 52-Week Low NAV | $23.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.00 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PESPX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 15.95 | |||
| Balance Sheet | PESPX-NASDAQ | Click to Compare |
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| Total Assets | 1.40B | |||
| Operating Ratios | PESPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 13.97% | |||
| Performance | PESPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.36% | |||
| Last Bear Market Total Return | -15.51% | |||