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DGAGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

BNY Mellon Appreciation Investor (DGAGX) Ownership - Who owns BNY Mellon Appreciation Investor?

The investment seeks long-term capital growth consistent with the preservation of capital; its secondary goal is current income... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

DGAGX

Net Assets

2.06B

Fund Existence

over 41 years

Turnover

12.56

Total Expense Ratio

0.88

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.88

Assets in Top Ten Holdings

1.07B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.65B

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

51.00

Number of Net Holdings

51.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

46.36%

Gain YTD

5.457

Annual Yield % from dividends

0.29

Returns for 1 year

-8.83

Returns for 3 years

17.40

Returns for 5 years

15.57

Returns for 10 years

-10.55

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Category LargeGrowth

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Fundamentals

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