BlackRock Capital Appreciation Fund K Shares
BFGBX
NASDAQ
| Weiss Ratings | BFGBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BFGBX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Phil Ruvinsky (5), Caroline Bottinelli (2) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | BFGBX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock Capital Appreciation Fund K Shares | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 31, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BFGBX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BFGBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | BFGBX-NASDAQ | Click to Compare |
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| Cash | 0.05% | |||
| Stock | 97.38% | |||
| U.S. Stock | 93.71% | |||
| Non-U.S. Stock | 3.67% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 1.19% | |||
| Convertible | 0.00% | |||
| Other Net | 1.39% | |||
| Price History | BFGBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.62% | |||
| 30-Day Total Return | 3.77% | |||
| 60-Day Total Return | -0.86% | |||
| 90-Day Total Return | -7.78% | |||
| Year to Date Total Return | -5.99% | |||
| 1-Year Total Return | 11.56% | |||
| 2-Year Total Return | 58.55% | |||
| 3-Year Total Return | 53.88% | |||
| 5-Year Total Return | 100.14% | |||
| Price | BFGBX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BFGBX-NASDAQ | Click to Compare |
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| Nav | $41.21 | |||
| 1-Month Low NAV | $34.84 | |||
| 1-Month High NAV | $41.21 | |||
| 52-Week Low NAV | $34.84 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $47.29 | |||
| 52-Week High Price (Date) | Jul 10, 2024 | |||
| Beta / Standard Deviation | BFGBX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 21.12 | |||
| Balance Sheet | BFGBX-NASDAQ | Click to Compare |
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| Total Assets | 3.29B | |||
| Operating Ratios | BFGBX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.62% | |||
| Turnover Ratio | 21.00% | |||
| Performance | BFGBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.90% | |||
| Last Bear Market Total Return | -23.02% | |||