Dreyfus Appreciation Fund Quote
| DGIGX Fund | USD 37.96 0.11 0.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dreyfus Appreciation is trading at 37.96 as of the 23rd of March 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 38.07. Dreyfus Appreciation has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks. It focuses on blue chip companies with total market capitalizations of more than 5 billion at the time of purchase, including multinational companies. More on Dreyfus Appreciation Fund
Dreyfus Mutual Fund Highlights
| Fund Concentration | BNY Mellon Funds, Large Blend Funds, Large Growth Funds, Large Growth, BNY Mellon (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Dreyfus Appreciation Fund [DGIGX] is traded in USA and was established 23rd of March 2025. Dreyfus Appreciation is listed under BNY Mellon category by Fama And French industry classification. The fund is listed under Large Growth category and is part of BNY Mellon family. This fund currently has accumulated 2.19 B in assets under management (AUM) with minimum initial investment of 1 K. Dreyfus Appreciation is currently producing year-to-date (YTD) return of 0.83% with the current yeild of 0.01%, while the total return for the last 3 years was 6.85%.
Check Dreyfus Appreciation Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dreyfus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dreyfus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dreyfus Appreciation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dreyfus Appreciation Fund Mutual Fund Constituents
| CB | Chubb | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| V | Visa Class A | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| SPGI | SP Global | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology |
Dreyfus Appreciation Risk Profiles
| Mean Deviation | 0.8989 | |||
| Standard Deviation | 1.74 | |||
| Variance | 3.03 | |||
| Risk Adjusted Performance | (0.13) |
Dreyfus Appreciation Against Markets
Other Information on Investing in Dreyfus Mutual Fund
Dreyfus Appreciation financial ratios help investors to determine whether Dreyfus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dreyfus with respect to the benefits of owning Dreyfus Appreciation security.
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