Skip to Content

BNY Mellon Appreciation Investor DGAGX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 41.43  /  0.05 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • 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 0.63%
  • Turnover 9%

Morningstar’s Analysis DGAGX

Will DGAGX outperform in future?

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

Sensible.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Appreciation’s time-tested approach continues to earn it a Morningstar Analyst Rating of Silver or Bronze, depending on share class fees.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DGAGX

  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.36
194,790,911
Technology
6.94
144,387,385
Technology
4.35
90,445,239
Energy
4.11
85,600,701
Consumer Cyclical
4.10
85,253,522
Healthcare
4.08
84,958,605
Energy
3.67
76,395,521
Financial Services
3.41
71,042,892
Healthcare
3.39
70,531,839
Communication Services
2.95
61,326,977
Technology