| BNY Mellon Stock Index Service |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.25%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
0.25%
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| Management |
0.25%
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| Expense Ratio |
0.52%
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(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
0.52%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 2001-01-02 |
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| Mngr Name |
Marlene Walker-Smith |
| Mngr Start Date |
2020-10-26 |
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| Biography |
| Marlene is head of equity index portfolio management. She leads the team of equity index portfolio managers managing US and non-US equity index portfolios and is responsible for the refinement and implementation of the entire equity index portfolio management process.
Previously, Marlene served as a senior portfolio manager within the equity index team and prior to joining the equity index team was an equity trader for the firm. Prior to joining the firm in 1995, Marlene was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. Marlene has been in the investment industry since 1990.
Marlene earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College. |
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| Mngr Name |
David France |
| Mngr Start Date |
2020-10-26 |
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| Biography |
| Mr. France is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2009. |
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| Mngr Name |
Todd Frysinger |
| Mngr Start Date |
2020-10-26 |
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| Biography |
| Todd is a senior portfolio manager and team leader in the equity index portfolio management group. He manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios.
Prior to joining the firm in 2007, Todd served as assistant portfolio manager for Mellon Financial Corporation’s Corporate Treasury group, managing fixed income investment portfolios. Todd has been in the investment industry since 1996.
Todd holds the CFA® designation and is a member of CFA Institute and CFA Society Pittsburgh. He earned an MS in finance from Boston College and a BS in finance and management from Elizabethtown College. |
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| Mngr Name |
Vlasta Sheremeta |
| Mngr Start Date |
2020-10-26 |
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| Biography |
| Vlasta is a senior portfolio manager and team manager in the equity index portfolio management group. She manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios.
Prior to joining the firm in 2011, she provided trade execution support to the FX trading desk at BNY Mellon. Vlasta has been in the investment industry since 2010.
Vlasta earned an MBA from Carnegie Mellon University and a BS in business administration from the University of Pittsburgh. She holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Pittsburgh. |
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| Mngr Name |
Michael Stoll |
| Mngr Start Date |
2020-10-26 |
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| Biography |
| Mr. Stoll is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2005. |
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| BNY Mellon Investment Adviser, Inc |
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| Mellon Investments Corporation |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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