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Morningstar

BNY Mellon Appreciation Investor DGAGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
40.64  /  0.00
Total Assets
2.1 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
22.09 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.41%
Turnover
4%

USD | NAV as of Dec 02, 2022 | 1-Day Return as of Dec 02, 2022, 11:08 PM GMT+00:00

Morningstar’s Fund Analysis DGAGX

Will DGAGX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGAGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DGAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DGAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fayez Sarofim Dies at 93

Director

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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