BNY Mellon Appreciation Fund, Inc. Investor Shares

Frequently Asked Questions About DGAGX

What does DGAGX invest in?

This fund typically allocates a minimum of 80% of its total assets, including any capital borrowed for investment purposes, to common stocks. Its primary strategy focuses on financially sound, well-established "blue chip" corporations, which must have a market capitalization greater than $5 billion when initially acquired. This portfolio may encompass multinational enterprises. Beyond direct investments in equities, the fund also has the flexibility to gain exposure to international companies through U.S. dollar-denominated American Depositary Receipts (ADRs).

What is the expense ratio of DGAGX?

BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) charges an expense ratio of 0.88%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DGAGX?

BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) manages $1.81B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DGAGX actively managed or an index fund?

DGAGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DGAGX launched?

BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) launched in January 1986 and is managed by the fund issuer.

How has DGAGX performed?

DGAGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.