Morningstar

BNY Mellon Institutional S&P 500 Stock Index Fund Class I DSPIX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 50.35  /  +0.73 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.82%
  • Turnover 3%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 9:00 PM GMT+0

Morningstar’s Analysis DSPIX

Will DSPIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BNY Mellon Instl S&P 500 Stk Idx I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DSPIX

More DSPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.86 107M
Technology

Apple Inc

6.84 93M
Technology

Microsoft Corp

5.54 76M
Technology

Amazon.com Inc

3.74 51M
Consumer Cyclical

Alphabet Inc Class A

2.93 40M
Communication Services

Broadcom Inc

2.58 35M
Technology

Alphabet Inc Class C

2.33 32M
Communication Services

Meta Platforms Inc Class A

1.85 25M
Communication Services

Micron Technology Inc

1.59 22M
Technology

Tesla Inc

1.52 21M
Consumer Cyclical

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