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BNY Mellon MidCap Index Inv PESPX

Quantitative rating as of
NAV / 1-Day Return
31.41  /  0.16 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Distribution Fee Level
Low
Share Class Type
No Load
Category
Mid-Cap Blend
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.00%
Turnover
15%

Morningstar’s Analysis PESPX

Will PESPX outperform in future?

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

Summary

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BNY Mellon MidCap Index Inv’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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