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.
BNY Mellon Appreciation Fund, Inc. - Class Y DGYGX
- NAV / 1-Day Return 35.24 / −0.03 %
- Total Assets 1.9B
-
Adj. Expense Ratio
0.580%
- Expense Ratio 0.580%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.56%
- Turnover 13%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DGYGX
Will DGYGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.37 | 179M | Technology |
Alphabet Inc Class C | 9.12 | 174M | Communication Services |
Amazon.com Inc | 7.07 | 135M | Consumer Cyclical |
Microsoft Corp | 6.99 | 133M | Technology |
Apple Inc | 6.28 | 120M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.12 | 79M | Technology |
Meta Platforms Inc Class A | 3.99 | 76M | Communication Services |
ASML Holding NV ADR | 3.23 | 62M | Technology |
Visa Inc Class A | 2.83 | 54M | Financial Services |
Chevron Corp | 2.39 | 46M | Energy |
United States