Morningstar

BNY Mellon Appreciation Fund, Inc. - Investor Shares DGAGX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 37.54  /  −0.11 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.23%
  • Turnover 13%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DGAGX

Will DGAGX outperform in the 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.

Still more conservative and globally oriented than most of its peers.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

BNY Mellon Appreciation still has several attractive features, and it remains a solid source of blue-chip exposure for patient investors who understand it is not a mainstream large-growth offering.

by William Samuel Rocco
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 57.5
Top 10 Holdings
% Portfolio Weight
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