DGYGX – BNY Mellon Appreciation Y Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth consistent with the preservation of capital; its secondary goal is current income. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks. It focuses on "blue chip" companies with total market capitalizations of more than $5 billion at the time of purchase, including multinational companies. In addition to direct investments, the fund may invest in securities of foreign companies in the form of U.S. dollar-denominated American Depositary Receipts (ADRs).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DGAGX	BNY Mellon Appreciation Fund, Inc. - Investor Shares	No Load	Open			Jan 18, 1984	$1.54B	0.880%	Above Average	$2,500	−$175.89M
DGYGX	BNY Mellon Appreciation Fund, Inc. - Class Y	Institutional	Open			Jul 1, 2013	$152.88M	0.580%	Below Average	$1M	−$12.82M
DGIGX	BNY Mellon Appreciation Fund, Inc. - Class I	Institutional	Open			Aug 31, 2016	$196.57M	0.640%	Below Average	$1,000	−$68.64M

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