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

1.85B

Fund Existence

over 41 years

Turnover

12.56

Total Expense Ratio

0.89

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

0.89

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

1.47B

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

50.00

Number of Net Holdings

50.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

46.00%

Gain YTD

-11.407

Annual Yield % from dividends

0.31

Returns for 1 year

-14.50

Returns for 3 years

-15.38

Returns for 5 years

17.79

Returns for 10 years

-34.13

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General Information

Category LargeGrowth

Profile

Fundamentals

Details