BNY Mellon Appreciation’s time-tested approach continues to earn it a Morningstar Analyst Rating of Silver or Bronze, depending on share class fees.
- NAV / 1-Day Return 38.70 / 0.05 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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