Morningstar

BNY Mellon Appreciation Fund, Inc. - Class Y DGYGX

Morningstar Medalist Rating
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Medalist Rating as of See BNY Mellon Investment Hub
  • NAV / 1-Day Return $38.05  /  −1.58 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.580%
  • Net Expense Ratio 0.580%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.47%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis DGYGX

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

  • People Pillar

    The People Pillar is our evaluation of the DGYGX 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 DGYGX’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 DGYGX

More DGYGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.1
Top 10 Holdings
% Portfolio Weight
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