Dreyfus Appreciation Investor (DGAGX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.94%|
Performance & Risk
|5y Avg Return:||19.16%|
|Rank in Category (ytd):||96|
|% Rank in Category (ytd):||5.66%|
|Morningstar Risk Rating:||1|
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. The fund employs a "buy-and-hold" investment strategy, which is an investment strategy characterized by a low portfolio turnover rate, which helps reduce the fund's trading costs and minimizes tax liability by limiting the distribution of capital gains. View More