Skip to Content

BNY Mellon Appreciation Y DGYGX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 42.19  /  +0.11 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.80%
  • Turnover 4%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:46 PM GMT+0

Morningstar’s Analysis DGYGX

Will DGYGX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DGYGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.62 215.2 Mil
Technology

Apple Inc

6.73 150.5 Mil
Technology

Novo Nordisk A/S ADR

4.69 105.0 Mil
Healthcare

Amazon.com Inc

4.61 103.2 Mil
Consumer Cyclical

Visa Inc Class A

3.93 88.0 Mil
Financial Services

Alphabet Inc Class C

3.57 79.9 Mil
Communication Services

Hess Corp

3.43 76.8 Mil
Energy

UnitedHealth Group Inc

3.26 72.9 Mil
Healthcare

Chevron Corp

3.25 72.7 Mil
Energy

ASML Holding NV ADR

3.22 72.1 Mil
Technology