DGAGX : BNY Mellon Appreciation Fund, Inc. - Investor Shares

DGAGX is a US Stocks Market Large Blend with HIGH fees.

DGAGX

BNY Mellon Appreciation Fund, Inc. - Investor Shares

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

52% FI Score
  • dgagx
  • Mutual Fund
  • US Stocks
  • Large Blend

BNY Mellon Appreciation Fund, Inc. - Investor Shares

Expenses: 0.89% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth consistent with the preservation of capital; its secondary goal is current income. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks. It focuses on "blue chip" companies with total market capitalizations of more than $5 billion at the time of purchase, including multinational companies. In addition to direct investments, the fund may invest in securities of foreign companies in the form of U.S. dollar-denominated American Depositary Receipts (ADRs).

Largest Holdings

Amount Holding
8.97% Microsoft Corp
6.67% Apple Inc
5.64% Amazon.com Inc
5.19% Facebook Inc A
4.55% Alphabet Inc Class C
4.22% Visa Inc Class A
3.06% Texas Instruments Inc
2.89% The Estee Lauder Companies Inc Class A
2.58% S&P Global Inc
2.55% Air Products & Chemicals Inc
2.42% BlackRock Inc
2.35% JPMorgan Chase & Co
2.30% Philip Morris International Inc
2.17% UnitedHealth Group Inc
2.17% Comcast Corp Class A
2.16% Coca-Cola Co
2.14% ASML Holding NV ADR
2.10% Abbott Laboratories
2.03% Berkshire Hathaway Inc Class A
1.94% PepsiCo Inc
1.90% Nestle SA ADR
1.85% Novo Nordisk A/S ADR
1.75% LVMH Moet Hennessy Louis Vuitton SE
1.68% Canadian Pacific Railway Ltd
1.67% McDonald's Corp

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