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.bny.com/investments | |||
| 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 | 0.93% | |||
| Dividend | PESPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | PESPX-NASDAQ | Click to Compare |
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| Cash | 0.87% | |||
| Stock | 99.13% | |||
| U.S. Stock | 97.48% | |||
| Non-U.S. Stock | 1.65% | |||
| 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 | -2.00% | |||
| 30-Day Total Return | -1.34% | |||
| 60-Day Total Return | -1.34% | |||
| 90-Day Total Return | -0.25% | |||
| Year to Date Total Return | 13.90% | |||
| 1-Year Total Return | 16.84% | |||
| 2-Year Total Return | 26.69% | |||
| 3-Year Total Return | 44.60% | |||
| 5-Year Total Return | 43.00% | |||
| 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 | $30.72 | |||
| 1-Month Low NAV | $30.51 | |||
| 1-Month High NAV | $32.19 | |||
| 52-Week Low NAV | $26.84 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $32.19 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | PESPX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 15.71 | |||
| Balance Sheet | PESPX-NASDAQ | Click to Compare |
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| Total Assets | 1.26B | |||
| 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 | 26.34% | |||
| Last Bear Market Total Return | -15.51% | |||