Morningstar

BNY Mellon Appreciation Fund, Inc. - Class Y DGYGX

Morningstar Medalist Rating
Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 37.59  /  +0.99 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.47%
  • Turnover 13%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DGYGX

Will DGYGX outperform in the 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 DGYGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGYGX 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 DGYGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still more conservative and globally oriented than most of its peers.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

BNY Mellon Appreciation still has several attractive features, and it remains a solid source of blue-chip exposure for patient investors who understand it is not a mainstream large-growth offering.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DGYGX

More DGYGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.25 195M
Technology

Microsoft Corp

8.40 160M
Technology

Alphabet Inc Class C

7.80 148M
Communication Services

Apple Inc

7.13 135M
Technology

Amazon.com Inc

6.66 127M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.21 80M
Technology

Meta Platforms Inc Class A

3.63 69M
Communication Services

ASML Holding NV ADR

3.60 68M
Technology

Visa Inc Class A

3.00 57M
Financial Services

Broadcom Inc

2.86 54M
Technology

Sponsor Center