Bny Mellon Appreciation Fund, Inc. Investor Shares: (MF: DGAGX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$43.06 USD
-0.71 (-1.62%)
Fund Description
The fund was incepted in January 1984 and is managed by Dreyfus Corporation. The fund seeks long-term capital growth consistent with the preservation of capital. Its secondary goal is current income. The fund invests at least 80% of its net assets in the common stock of U.S. and foreign companies. The fund focuses on 'blue-chip' companies with total market values of more than $5 billion. These established companies have demonstrated sustained patterns of profitability, strong balance sheets, an expanding global presence and the potential to achieve predictable, above-average earnings growth. The fund employs a 'buy-and-hold' investment strategy, and seeks to keep annual portfolio turnover below 15%. As a result, the fund invests for long-term growth rather than short-term profits. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| BNY Mellon Appreciation Investor | DGAGX | NA | NA | 0.00 | 0.00 | 0.55 | 0.87 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Dreyfus Appreciation Fund | DGAGX | 43.06 | 1/31/1984 | 0.19 | 17.92 | 6.97 | 14.28 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| BNY Mellon Appreciation Investor | DGAGX | 2500 | 100 | 750 | Q |
Contact Information
| Family | BNY Mellon |
| Address | 255 Liberty Street New York, NY 10286 |
| Phone | 800 430 7629 |