BNY Mellon Smallcap Stock Index Fund (DISIX) Research

The fund's primary goal is achieved by typically investing its assets across all the companies that comprise the S&P SmallCap 600® Index, along with holding futures contracts designed to mirror the index's performance. This usually entails acquiring all 600 individual stocks within the index in proportions that reflect their weighting. However, there are times when the fund might instead opt to invest in a carefully chosen, representative sample of stocks from the index, in combination with index-tracking futures. Under such circumstances, the advisor anticipates the fund will include approximately 500 or more of the index's constituent companies in its portfolio.

Market snapshot

Symbol
DISIX
Price
$26.35
Day change
+1.82%
Market cap
$855.3M
52-week range
22.02-26.42
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Ariel Appreciation Fund (CAAPX)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Victory Munder Mid-Cap Core Growth Fund (MGOAX)
  • Empower Aggressive Profile Fund (MXAPX)
  • Nuveen Flexible Income Fund (NQWFX)
  • PGIM Quant Solutions Stock Index Fund (PSIFX)
  • USAA Growth and Tax Strategy Fund (USBLX)

Open BNY Mellon Smallcap Stock Index Fund (DISIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.