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BNY Mellon Appreciation Investor DGAGX

Analyst rating as of
NAV / 1-Day Return
36.14  /  1.92 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
21.91 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.31%
Turnover
4%

Morningstar’s Fund Analysis DGAGX

Will DGAGX outperform in future?

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

Fayez Sarofim Dies at 93

Analyst Note

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Fayez Sarofim, who founded his eponymous investment firm in 1958, has died at age 93. Sarofim was still listed as a manager on BNY Mellon Appreciation and BNY Mellon Worldwide Growth but had long ago built out the team that runs these strategies on a day-to-day basis. As a result, their Above Average People rating and overall Morningstar Analyst Ratings are not impacted.

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