BNY Mellon Appreciation Fund, Inc. - Class I
DGIGX
NASDAQ
| Weiss Ratings | DGIGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DGIGX-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.bny.com/investments | |||
| Fund Information | DGIGX-NASDAQ | Click to Compare |
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| Fund Name | BNY Mellon Appreciation Fund, Inc. - Class I | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 31, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DGIGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.43% | |||
| Dividend | DGIGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.27% | |||
| Asset Allocation | DGIGX-NASDAQ | Click to Compare |
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| Cash | 0.63% | |||
| Stock | 99.38% | |||
| U.S. Stock | 85.48% | |||
| Non-U.S. Stock | 13.90% | |||
| 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 | DGIGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.37% | |||
| 30-Day Total Return | 0.22% | |||
| 60-Day Total Return | 1.14% | |||
| 90-Day Total Return | 7.30% | |||
| Year to Date Total Return | 9.00% | |||
| 1-Year Total Return | 7.60% | |||
| 2-Year Total Return | 19.47% | |||
| 3-Year Total Return | 54.25% | |||
| 5-Year Total Return | 40.26% | |||
| Price | DGIGX-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 | DGIGX-NASDAQ | Click to Compare |
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| Nav | $37.48 | |||
| 1-Month Low NAV | $37.05 | |||
| 1-Month High NAV | $37.95 | |||
| 52-Week Low NAV | $31.78 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $42.13 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | DGIGX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 11.39 | |||
| Balance Sheet | DGIGX-NASDAQ | Click to Compare |
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| Total Assets | 1.89B | |||
| Operating Ratios | DGIGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 13.42% | |||
| Performance | DGIGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.30% | |||
| Last Bear Market Total Return | -15.20% | |||