BNY Mellon Appreciation Investor (DGAGX)
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BNY Mellon Appreciation Investor
New York, NY 10166
200 Park Avenue
Dreyfus Appreciation Fund Inc
Management Information
Charles E. Sheedy,Lead Manager since October 30, 2000
Charles E. Sheedy is a Senior Vice President at Fayez Sarofim & Co. and a member of the Firm’s Investment Committee. He is co-manager of the mutual funds that Fayez Sarofim & Co. manages for BNY Mellon and serves on the board of Sarofim Trust Co. Additionally, he is a portfolio manager for a variety of institutional and high net worth clients. Mr. Sheedy joined the Firm 1971 as an Associate. Over the years, areas of responsibility have included retail, electrical equipment, consumer staples, basic industries and health care.
Mr. Sheedy received a M.B.A. from Harvard Business School in 1971 and graduated cum laude from the University of Notre Dame in 1969.
Mr. Sheedy is a member of the Notre Dame Arts & Letters Advisory Counsel.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyBNY Mellon
Net Assets2.26B
YTD Return6.69%
Yield0.53%
Morningstar Rating★★★
Inception DateAug 30, 2016
Fund Operations
Last Dividend0.05
Last Cap Gain68.00
Holdings Turnover3.76%
Average for CategoryN/A
Fees & Expenses
ExpenseDGAGXCategory Average
Annual Report Expense Ratio (net)0.66%0.99%
Prospectus Net Expense Ratio0.66%N/A
Prospectus Gross Expense Ratio0.66%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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