Skip to Content
Morningstar

BNY Mellon Appreciation I DGIGX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 43.32  /  +1.07 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 4%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DGIGX

Will DGIGX 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 DGIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGIGX 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 DGIGX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DGIGX

More DGIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.91 227.9 Mil
Technology

Apple Inc

7.23 166.3 Mil
Technology

Novo Nordisk A/S ADR

5.53 127.2 Mil
Healthcare

Amazon.com Inc

5.50 126.6 Mil
Consumer Cyclical

Alphabet Inc Class C

4.64 106.6 Mil
Communication Services

ASML Holding NV ADR

3.59 82.5 Mil
Technology

Visa Inc Class A

3.52 80.9 Mil
Financial Services

Texas Instruments Inc

3.21 73.8 Mil
Technology

UnitedHealth Group Inc

3.17 72.9 Mil
Healthcare

Chevron Corp

2.80 64.4 Mil
Energy