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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Large Blend Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Large |
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Blend |
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As of
2013-03-31 |
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| Day Change |
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$ 0.35 |
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| NAV
(2013-05-17)
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|
$ 49.23 |
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| YTD Return %
(2013-05-17)
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| 12.57%
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| Total Assets ($ mil) |
| 5,929 |
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| Growth of $10,000 |
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Fund: |
Dreyfus Appreciation |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Large Blend |
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Index: |
S&P 500 TR |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-17 |
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Inception date: 1984-01-18 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-17 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-373-9387 or visit www.dreyfus.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
2.6 |
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Stocks |
97.4 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
17.1 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
63 |
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Turnover % |
1 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
|
0.00 |
| % of Assets in Top 10 Holdings |
38.48 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-17 |
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Fund Inception: 1984-01-18 |
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Portfolio Manager (Start Date) |
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Fayez S. Sarofim
(1990-12-31)
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Sarofim is president and chairman of Sarofim and Co., which he founded in 1958. |
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Catherine P. Crain
(2000-10-01)
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Crain is a vice president at Fayez Sarofim & Co. and serves as a portfolio manager as well as the lead relationship manager with Dreyfus Funds. She joined Fayez Sarofim & Co. in 1993 as a research associate, and previous to that Crain worked for Merrill Lynch & Co. She holds the CFA designation. |
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Christopher B. Sarofim
(2000-10-01)
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Sarofim, Vice President/Portfolio Manager, joined Fayez Sarofim & Co. in September 1988. Prior to joining Fayez Sarofim & Co., he was employed with Goldman, Sachs & Co. in Corporate Finance. |
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Charles Sheedy
(2000-10-01)
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Charles Sheedy joined Fayez Sarofim & Co. as an associate in 1971. He is co-portfolio manager to the Dreyfus Appreciation Fund and has portfolio management responsibilities for numerous separate accounts. Mr. Sheedy has been a member of the firm’s Investment Committee since 1982 and chairs the Strategy Group. His areas of research have included retail, electrical equipment, consumer staples, basic industries, and health care. |
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Jeffrey M. Jacobe
(2010-11-02)
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Mr. Jacobe, a Director of Investments and a Senior Vice President at Sarofim & Co. where he has been employed since 2000, is responsible for organizing and overseeing investment research efforts. |
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Gentry Lee
(2010-11-02)
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Mr.Lee, President of Sarofim & Co. where he has been employed since 1998, is responsible for overseeing investment, client services and business operations. |
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Sales Charge %
(taken from prospectus dated 2013-05-01)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
0.97 |
based on net assets
(taken from annual report dated 2012-12-31)
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| Correspondence Information |
Dreyfus Appreciation Fund Inc
200 Park Avenue
New York,
NY
10166
USA |
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| Telephone: |
| 800-373-9387 |
| 718-895-1206 |
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