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BNY Mellon Appreciation I DGIGX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 38.70  /  0.05 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 9%

Morningstar’s Analysis DGIGX

Will DGIGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Sensible.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

BNY Mellon Appreciation’s time-tested approach continues to earn it a Morningstar Analyst Rating of Silver or Bronze, depending on share class fees.

Rated on Published on

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Portfolio Holdings DGIGX

  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.36
199,370,260
Technology
6.82
145,387,763
Technology
4.31
91,845,756
Energy
3.91
83,304,332
Energy
3.72
79,315,952
Healthcare
3.69
78,548,702
Financial Services
3.27
69,596,289
Healthcare
3.20
68,189,242
Consumer Cyclical
2.91
62,100,388
Consumer Cyclical
2.82
60,008,080
Technology