A planned merger of BlackRock Large Cap Focus Growth and BlackRock Capital Appreciation has been postponed to a later date, the company announced. A company spokesperson could not provide additional details. The merger, initially planned for December 2023, would have folded Capital Appreciation into Large Cap Focus Growth, but nothing will change at the funds until at least 60 days after the firm makes another announcement. This development does not impact the strategies' Morningstar Medalist Ratings.
BlackRock Capital Appreciation Inv C MCFGX
- NAV / 1-Day Return 18.65 / −0.48 %
- Total Assets 3.5 Bil
-
Adj. Expense Ratio
1.840%
- Expense Ratio 1.840%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 43%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MCFGX
Will MCFGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 10.73 | 394.0 Mil | Technology |
Microsoft Corp | 10.01 | 367.5 Mil | Technology |
Amazon.com Inc | 9.56 | 351.1 Mil | Consumer Cyclical |
Apple Inc | 6.25 | 229.4 Mil | Technology |
Intuit Inc | 4.01 | 147.4 Mil | Technology |
Broadcom Inc | 3.82 | 140.3 Mil | Technology |
Visa Inc Class A | 3.79 | 139.1 Mil | Financial Services |
Meta Platforms Inc Class A | 3.61 | 132.5 Mil | Communication Services |
Alphabet Inc Class A | 3.55 | 130.5 Mil | Communication Services |
ASML Holding NV ADR | 3.42 | 125.5 Mil | Technology |