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BlackRock Capital Appreciation Fund (BFGBX)

38.98
-1.03
(-2.57%)
At close: March 28 at 8:03:36 PM EDT
Loading Chart for BFGBX
  • Previous Close 40.01
  • YTD Return -2.44%
  • Expense Ratio 0.62%
  • Category Large Growth
  • Last Cap Gain 65.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.58B
  • Beta (5Y Monthly) 1.22
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.18
  • Inception Date Jun 25, 2010

The fund invests primarily in a diversified portfolio consisting primarily of common stock of U.S. companies that fund management believes have exhibited above-average growth rates in earnings over the long term. It will generally invest at least 65% of its total assets in the following equity securities: Common stock; Convertible preferred stock; Securities convertible into common stock; and Rights to subscribe to common stock. The fund may invest in companies of any size but emphasizes investments in companies that have medium to large stock market capitalizations.

BlackRock

Fund Family

Large Growth

Fund Category

3.58B

Net Assets

2010-06-25

Inception Date

Performance Overview: BFGBX

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Trailing returns as of 3/27/2025. Category is Large Growth.

YTD Return

BFGBX
2.44%
Category
12.38%
 

1-Year Return

BFGBX
15.42%
Category
41.70%
 

3-Year Return

BFGBX
12.46%
Category
22.56%
 

5-Year Return

BFGBX
15.78%
Category
21.98%
 

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Holdings: BFGBX

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Sector Weightings

SectorBFGBX
Technology   46.98%
Healthcare   9.13%
Industrials   5.70%
Real Estate   1.02%
Utilities   0.00%
Energy   0.00%

Recent News: BFGBX

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Research Reports: BFGBX

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