Skip to Content

BNY Mellon Appreciation Investor DGAGX

Analyst rating as of
NAV / 1-Day Return
39.32  /  0.46 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Average
Longest Manager Tenure
29.91 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.64%
Turnover
5%
Premium

Morningstar’s Analysis

Will DGAGX outperform in future?

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

BNY Mellon Appreciation and BNY Mellon Worldwide Growth Add a Comanager; Ratings Unchanged

Analyst Note

| |

On March 4, 2020, the team at subadvisor Fayez Sarofim & Co. added Alan Christensen to its stable of portfolio managers. As the firm has a long history of applying its team-based approach and collaborating with the broader investment group, the change does not alter BNY Mellon Appreciation's Morningstar Analyst Rating of Bronze across all share classes or BNY Mellon Worldwide Growth's Bronze rating for its A, I, and Y shares and Neutral for its pricier C shares.

Unlock our full analysis with Morningstar Premium