BNY Mellon MidCap Index Fund (PESPX) Research

This fund strives to achieve its investment objective by typically committing its entire portfolio to the equity securities comprising the S&P MidCap 400® Index, as well as to futures contracts that reflect the index's performance. Its strategy generally entails purchasing shares in all 400 companies included in the S&P MidCap 400® Index, mirroring their respective weightings within that benchmark. The S&P MidCap 400® Index itself is a passively managed benchmark, consisting of 400 common stocks issued by medium-sized corporations.

Market snapshot

Symbol
PESPX
Price
$31.03
Day change
+1.11%
Market cap
$1.3B
52-week range
26.84-31.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Goldman Sachs Small/Mid Cap Growth Fund (GTMUX)
  • Hartford Checks and Balances Fund (HCKAX)
  • Harbor Large Cap Value Fund (HILVX)
  • Janus Henderson High-Yield Fund (JDHCX)
  • Janus Henderson High-Yield Fund (JDHYX)
  • Janus Henderson High-Yield Fund (JHYFX)
  • Touchstone Mid Cap Growth Fund (TEGIX)
  • USAA Sustainable World Fund (USWGX)

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