BNY Mellon Appreciation Fund, Inc. - Investor Shares
DGAGX
NASDAQ
| Weiss Ratings | DGAGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DGAGX-NASDAQ | Click to Compare |
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| Provider | BNY Mellon | |||
| Manager/Tenure (Years) | Catherine P. Crain (25), Christopher B. Sarofim (25), W. Gentry Lee (15), 1 other | |||
| Website | http://www.bnymellonim.com/us | |||
| Fund Information | DGAGX-NASDAQ | Click to Compare |
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| Fund Name | BNY Mellon Appreciation Fund, Inc. - Investor Shares | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 18, 1984 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DGAGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.25% | |||
| Dividend | DGAGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | DGAGX-NASDAQ | Click to Compare |
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| Cash | 0.65% | |||
| Stock | 99.35% | |||
| U.S. Stock | 84.36% | |||
| Non-U.S. Stock | 14.99% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DGAGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.60% | |||
| 30-Day Total Return | -2.03% | |||
| 60-Day Total Return | -1.12% | |||
| 90-Day Total Return | -0.64% | |||
| Year to Date Total Return | -1.12% | |||
| 1-Year Total Return | 7.27% | |||
| 2-Year Total Return | 15.82% | |||
| 3-Year Total Return | 43.96% | |||
| 5-Year Total Return | 55.26% | |||
| Price | DGAGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DGAGX-NASDAQ | Click to Compare |
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| Nav | $35.06 | |||
| 1-Month Low NAV | $34.61 | |||
| 1-Month High NAV | $35.44 | |||
| 52-Week Low NAV | $33.03 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.57 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | DGAGX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 10.69 | |||
| Balance Sheet | DGAGX-NASDAQ | Click to Compare |
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| Total Assets | 1.91B | |||
| Operating Ratios | DGAGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.88% | |||
| Turnover Ratio | 12.56% | |||
| Performance | DGAGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.51% | |||
| Last Bear Market Total Return | -15.25% | |||