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Dreyfus Appreciation Investor (DGAGX)

55.71 Up 0.16(0.29%) Aug 21

Profile as of Jul 30, 2014Get Profile for:
Dreyfus Appreciation Investor
Dreyfus Appreciation Fund Inc200 Park AvenueNew York, NY 10166
Phone: 800-373-9387
Fund Overview 
Category:Large Blend
Fund Family:Dreyfus
Net Assets:5.66B
Year-to-Date Return:4.24%
Morningstar Rating:3 stars
Fund Inception Date:Jan 18, 1984
Morningstar Style Box 
Large Blend
[View Category Definition]
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Management Information 
Fayez Sarofim
Lead Manager since Dec 31, 1990
Sarofim is president and chairman of Sarofim and Co., which he founded in 1958.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:750
Min Initial Investment, AIP:100
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
DGAGX can be purchased from 133 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation consistent with the preservation of capital; current income is a secondary goal. The fund normally invests at least 80% 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. In addition to direct investments, the fund may invest in securities of foreign companies in the form of U.S. dollar-denominated American Depositary Receipts (ADRs).

Fund Operations 
Last Dividend (Jun 29, 2014) : 0.23
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 19, 2014) : 6.33%
Average for Category:41.86%
Fees & Expenses 
ExpenseDGAGXCategory Avg
Annual Report Expense Ratio (net):0.94%1.08%
Prospectus Net Expense Ratio:0.94%N/A
Prospectus Gross Expense Ratio:0.94%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.27%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:300577
5 Yr Expense Projection*:520922
10 Yr Expense Projection*:1,1551,884
* Per $10,000 invested