DGAGX Mutual Fund
DGAGX Mutual Fund
BNY Mellon Appreciation Fund, Inc Investor Class
DGAGX Mutual Fund Overview
DGAGX Mutual Fund (BNY Mellon Appreciation Fund, Inc Investor Class) is managed by BNY Mellon Investment Management with $1.50B in net assets. DGAGX expense ratio is 0.88%, holding 43 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1984-01-18.
DGAGX performance shows a YTD return of 1.44%. The 1-year return is 6.24% and the 5-year return is 8.19%. DGAGX dividend yield stands at 19.72%, paid quarterly.
DGAGX top holdings include Nvidia Corp (9.0%), Alphabet Inc series C (7.6%), Microsoft Corp 4.100 Feb 06 37 (7.0%), Apple Inc (6.5%), Amazon.Com Inc (6.2%). View all DGAGX holdings, sector breakdown, or dividend history.
DGAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.