BNY Mellon Smallcap Stock Index Fund (DISIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.20: the stock has moved about 20% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerBNY Mellon Smallcap Stock Index Fund (DISIX) trades at $25.56. BNY Mellon Smallcap Stock Index Fund (DISIX) aims to replicate the performance of the S&P SmallCap 600® Index by investing in its constituent stocks and related futures. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for DISIX: DISIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
BNY Mellon Smallcap Stock Index Fund (DISIX) Financial Services Profile
BNY Mellon Smallcap Stock Index Fund (DISIX) mirrors the S&P SmallCap 600® Index, offering investors exposure to U.S. small-cap equities. The fund operates within the asset management sector, providing a passively managed investment vehicle with a focus on diversification and index replication, holding a portfolio of stocks and futures.
What Is the Investment Thesis for DISIX?
The BNY Mellon Smallcap Stock Index Fund (DISIX) presents an investment opportunity for investors seeking exposure to the U.S. small-cap equity market. As of 2026-03-16, the fund has a market cap of $0.82 billion and a beta of 1.20. The fund's primary value driver is its ability to replicate the performance of the S&P SmallCap 600® Index, providing investors with diversified exposure to a broad range of small-cap stocks. Growth catalysts include the continued expansion of the U.S. economy and the potential for small-cap stocks to outperform larger companies during certain market cycles. Potential risks include market volatility, economic downturns, and changes in the composition of the S&P SmallCap 600® Index. The fund's lack of dividend yield may be a drawback for income-seeking investors.
Based on FMP financials and quantitative analysis
DISIX Key Highlights
Market Cap of $0.82 billion indicates the fund's size and influence within the small-cap equity market.
- Beta of 1.20 suggests that the fund is more volatile than the overall market.
- The fund aims to replicate the performance of the S&P SmallCap 600® Index, providing investors with diversified exposure to a broad range of small-cap stocks.
- The fund may, at times, invest in a representative sample of the index, typically including at least 500 stocks.
- The fund is managed by BNY Mellon, a global investments company, leveraging its expertise in index tracking and portfolio management.
Who Are DISIX's Competitors?
DISIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CAAPX Ariel Appreciation Fund | $43.14 | +0.72% | $911M | — |
| DHMAX Diamond Hill Small-Mid Cap Fund | $26.61 | +0.60% | $822M | — |
| MGOAX Victory Munder Mid-Cap Core Growth Fund | $8.71 | +1.40% | $859M | — |
| MXAPX Empower Aggressive Profile Fund | $6.39 | +0.63% | $981M | — |
| NQWFX Nuveen Flexible Income Fund | $19.77 | +0.05% | $832M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DISIX's Key Strengths?
Low expense ratio
- Diversified exposure to small-cap stocks
- Index tracking
- Managed by BNY Mellon
What Are DISIX's Weaknesses?
No dividend yield
- Passive investment strategy
- Vulnerable to market volatility
- Dependent on the performance of the S&P SmallCap 600® Index
What Are the Key Risks for DISIX?
Market volatility could negatively impact the fund's performance.
- Economic downturns could lead to a decline in small-cap stock prices.
- The fund's performance is dependent on the performance of the S&P SmallCap 600® Index, which may underperform other market segments.
- Increased competition from other index funds could put pressure on the fund's expense ratio and market share.
What Are DISIX's Competitive Advantages?
- Index Tracking: The fund's ability to closely track the performance of the S&P SmallCap 600® Index provides a competitive advantage.
- Low Cost: The fund's low expense ratio makes it a noteworthy option for cost-conscious investors.
- Diversification: The fund offers investors diversified exposure to a broad range of small-cap stocks.
What Does DISIX Do?
The BNY Mellon Smallcap Stock Index Fund (DISIX) is designed to track the performance of the S&P SmallCap 600® Index. The fund's primary investment strategy involves holding all stocks that comprise the index, and futures tied to the index, in proportion to their weighting. This approach aims to provide investors with returns that closely mirror the index's performance. The fund may, at times, invest in a representative sample of the index, typically including at least 500 stocks. DISIX operates within the asset management industry, providing a passively managed investment option for investors seeking exposure to the small-cap segment of the U.S. equity market. The fund's investment decisions are driven by the composition of the S&P SmallCap 600® Index, with adjustments made to maintain alignment with the index's changes. The fund is managed by BNY Mellon, a global investments company, leveraging its expertise in index tracking and portfolio management. DISIX offers investors a diversified portfolio of small-cap stocks, providing exposure to a broad range of sectors and industries within the U.S. economy. The fund's index-tracking approach aims to deliver returns that are consistent with the performance of the S&P SmallCap 600® Index, net of expenses. The fund is designed for investors seeking a low-cost, passively managed investment option for their small-cap equity allocation.
What Products and Services Does DISIX Offer?
- Tracks the performance of the S&P SmallCap 600® Index.
- Invests in all stocks that comprise the S&P SmallCap 600® Index.
- Invests in futures whose performance is tied to the S&P SmallCap 600® Index.
- May invest in a representative sample of stocks included in the index.
- Provides investors with exposure to the small-cap segment of the U.S. equity market.
- Offers a passively managed investment option.
- Aims to deliver returns that are consistent with the performance of the S&P SmallCap 600® Index, net of expenses.
How Does DISIX Make Money?
- The fund generates revenue through management fees charged to investors.
- Fees are calculated as a percentage of the fund's assets under management (AUM).
- The fund's profitability is dependent on its ability to attract and retain investors, as well as its ability to effectively track the performance of the S&P SmallCap 600® Index.
What Industry Does DISIX Operate In?
The asset management industry is characterized by a diverse range of investment products and strategies, catering to various investor needs and risk profiles. Index funds, such as DISIX, have gained popularity due to their low cost and ability to track market benchmarks. The competitive landscape includes both large asset managers and smaller, specialized firms. Market trends include the increasing adoption of passive investment strategies and the growing demand for ESG-focused investment products. DISIX operates within this context by offering a passively managed investment option for investors seeking exposure to the small-cap segment of the U.S. equity market.
Who Are DISIX's Key Customers?
- Individual investors seeking exposure to the small-cap segment of the U.S. equity market.
- Institutional investors, such as pension funds and endowments, looking for a low-cost, passively managed investment option.
- Financial advisors who recommend the fund to their clients as part of a diversified investment portfolio.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -4.0%.
DISIX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio
- Diversified exposure to small-cap stocks
- Index tracking
- Managed by BNY Mellon
Bear Case
- No dividend yield
- Passive investment strategy
- Vulnerable to market volatility
- Dependent on the performance of the S&P SmallCap 600® Index
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DISIX Latest News
No recent news available for DISIX.
DISIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DISIX.
Price Targets
Wall Street price target analysis for DISIX.
DISIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DISIX; grades run from A+ (80-100) to F (below 30).
BNY Mellon Smallcap Stock Index Fund Financials Stock: Key Questions Answered
What does BNY Mellon Smallcap Stock Index Fund do?
The BNY Mellon Smallcap Stock Index Fund (DISIX) is designed to replicate the performance of the S&P SmallCap 600® Index. It achieves this by investing in all of the stocks that comprise the index, and in futures whose performance is tied to the index.
What do analysts say about DISIX stock?
As a passively managed index fund, DISIX's performance is directly tied to the performance of the S&P SmallCap 600® Index. Analysts typically focus on the outlook for the small-cap equity market and the overall U.S. economy when evaluating DISIX. Key valuation metrics include the fund's expense ratio and its tracking error relative to the index.
How does BNY Mellon Smallcap Stock Index Fund make money in financial services?
BNY Mellon Smallcap Stock Index Fund generates revenue primarily through management fees. These fees are charged to investors as a percentage of the fund's assets under management (AUM).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and management's estimates.
- Future results may differ materially from current expectations.