BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) Research
This fund typically allocates a minimum of 80% of its total assets, including any capital borrowed for investment purposes, to common stocks. Its primary strategy focuses on financially sound, well-established "blue chip" corporations, which must have a market capitalization greater than $5 billion when initially acquired. This portfolio may encompass multinational enterprises. Beyond direct investments in equities, the fund also has the flexibility to gain exposure to international companies through U.S. dollar-denominated American Depositary Receipts (ADRs).
Market snapshot
- Symbol
- DGAGX
- Price
- $35.81
- Day change
- +1.19%
- Market cap
- $1.9B
- 52-week range
- 32.17-42.57
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Amana Mutual Funds Trust Income Fund (AMANX)
- Amana Income Fund Institutional Class (AMINX)
- iShares MSCI Total International Index Fund - Class A (BDOAX)
- Diamond Hill Long-Short Fund (DIAMX)
- Harbor Small Cap Value Fund Institutional Class (HASCX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
- Columbia Dividend Opportunity Fund Class A (INUTX)
- MFS Technology Fund - Class A (MTCAX)
Open BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.