BNY Mellon Appreciation Fund, Inc.
Shareclass
BNY Mellon Appreciation Investor (DGAGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund BNY Mellon Appreciation Fund, Inc.
FUND COVERAGE
# of holdings45
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.2%$24.94M
- 2. Procter & Gamble Co0.56%$11.65M
- 3. Marriott International Inc Class A0.9%$18.59M
- 4. BAE Systems PLC2.05%$42.5M
- 5. Mastercard Inc Class A1.96%$40.77M
- 6. Philip Morris International Inc1.48%$30.81M
- 7. Hermes International SA0.87%$18.15M
- 8. Microsoft Corp8.42%$174.61M
- 9. BlackRock Inc2.66%$55.18M
- 10. S&P Global Inc2.18%$45.22M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares0.7%$14.46M
- 2. Berkshire Hathaway Inc Class A2%$41.48M
- 3. Canadian Pacific Kansas City Ltd1.16%$24.14M
- 4. The Home Depot Inc0.89%$18.44M
- 5. Intercontinental Exchange Inc1.38%$28.58M
- 6. CoStar Group Inc1.17%$24.27M
- 7. Eaton Corp PLC1.92%$39.78M
- 8. Apple Inc5.63%$116.91M
- 9. Eli Lilly and Co0.91%$18.88M
- 10. ASML Holding NV ADR3.42%$70.97M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund BNY Mellon Appreciation Fund, Inc.
Totals
Holdings
Assets
Weight
Prisons
5
$492.26M
24%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$413.24M
20%
Borders high risk
0
$0
0%
Total
5
$492.26M
24%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$174.61M
8.42%
2.
Amazon.com Inc
:$122.43M
5.9%
3.
Alphabet Inc Class C
:$116.19M
5.6%
4.
Berkshire Hathaway Inc Class A
$41.48M
2%
5.
McDonald's Corp
$37.55M
1.81%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BNY Mellon Appreciation Fund, Inc. DGAGX
Environment
Social
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