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Morningstar

BNY Mellon Appreciation Investor DGAGX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 43.38  /  +0.37 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.53%
  • Turnover 4%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:09 PM GMT+0

Morningstar’s Analysis DGAGX

Will DGAGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DGAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Steady.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Appreciation doesn’t lead in every market environment, but it remains a worthy option.

by Katie Rushkewicz Reichart
Rated on Published on

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Portfolio Holdings DGAGX

More DGAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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