BNY Mellon Appreciation Fund, Inc. - Class Y
DGYGX
NASDAQ
| Weiss Ratings | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | BNY Mellon Appreciation Fund, Inc. - Class Y | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 01, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.47% | |||
| Dividend | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.27% | |||
| Asset Allocation | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.39% | |||
| 30-Day Total Return | 0.23% | |||
| 60-Day Total Return | 1.12% | |||
| 90-Day Total Return | 7.31% | |||
| Year to Date Total Return | 9.03% | |||
| 1-Year Total Return | 7.66% | |||
| 2-Year Total Return | 19.59% | |||
| 3-Year Total Return | 54.48% | |||
| 5-Year Total Return | 40.69% | |||
| Price | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $37.65 | |||
| 1-Month Low NAV | $37.22 | |||
| 1-Month High NAV | $38.12 | |||
| 52-Week Low NAV | $31.93 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $42.29 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.86 | |||
| Standard Deviation | 11.39 | |||
| Balance Sheet | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.89B | |||
| Operating Ratios | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| Turnover Ratio | 13.42% | |||
| Performance | DGYGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.36% | |||
| Last Bear Market Total Return | -15.18% | |||