DGAGX Mutual Fund

DGAGX Mutual Fund (BNY Mellon Appreciation Fund, Inc Investor Class) is managed by BNY Mellon Investment Management with $1.58B in net assets. DGAGX expense ratio is 0.88%, holding 43 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1984-01-18.

DGAGX performance shows a YTD return of 4.77%. The 1-year return is 9.53% and the 5-year return is 6.70%. DGAGX dividend yield stands at 19.17%, paid quarterly.

DGAGX top holdings include Nvidia Corp. (9.0%), Alphabet Inc. C (7.6%), Microsoft Corp (7.0%), Apple, Inc (6.5%), Amazon.Com Inc (6.2%). Go to all DGAGX holdings, DGAGX sectors, or DGAGX dividends.

DGAGX can be compared against other funds. Use DGAGX overlap to find shared positions, or DGAGX vs another fund for a side-by-side view. DGAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.