Dreyfus Mid Cap Index Fund Investor Shares

 (MUTF:PESPX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.08%  
1 week   +1.13%
   
4 week   +1.97%
   
3 month   +3.65%
   
YTD   +7.68%
   
1 year   +16.06%
   
3 years*   +9.23%
   
5 years*   +14.87%
   
*annualized
Best 3 month return+28.60%  
Worst 3 month return-36.66%  

Morningstar statistics

Morningstar category: Mid-Cap Blend
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.71B 
Front load-  
Deferred load-  
Expense ratio0.50%  
Management fee-  
Fund familyDreyfus 

Asset allocation

Cash0.96%  
Stocks99.00%  
Bonds0.00%  
Other0.04%  

Purchase information

Initial$2,500  
Additional$100  
AIP Additional$100  
37.62-0.10(-0.27%)
Jul 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to match the performance of the S&P MidCap 400� Index. 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 400 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. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Thomas Durante (Started: Mar 31, 2000)
Richard Brown (Started: Jun 29, 2010)
Karen Wong (Started: Jun 29, 2010)
Advisor Company:
Dreyfus Corporation
Fund family reports on Morningstar »
Dreyfus, 144 Glenn Curtiss Blvd, Uniondale, NY 11556-0144, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.90 -1.36 -0.46 0.42
Beta* 1.32 1.01 1.03 1.12
Mean annual return 1.42 0.70 1.18 0.79
R-squared* 71.91 76.95 78.12 89.67
Standard deviation 9.50 11.90 11.14 17.97
Sharpe ratio 1.74 0.69 1.25 0.50
* Against standard index

Top 10 holdings

Security Net Assets  
E-mini S&P 400 Sept17 0.88%  
ResMed Inc (RMD) 0.66%  
Packaging Corp of America (PKG) 0.62%  
Domino's Pizza Inc (DPZ) 0.60%  
Duke Realty Corp (DRE) 0.59%  
Cadence Design Systems Inc (CDNS) 0.56%  
Teleflex Inc (TFX) 0.55%  
MSCI Inc (MSCI) 0.55%  
SVB Financial Group (SIVB) 0.55%  
Alleghany Corp (Y) 0.54%