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BlackRock Capital Appreciation K BFGBX

Analyst rating as of
  • NAV / 1-Day Return 28.48  /  1.57 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

Morningstar’s Analysis BFGBX

Will BFGBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Experienced leader, team can handle coming change.

Summary

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Lead manager Lawrence Kemp’s pending retirement is a loss, but confidence in his successor, Phil Ruvinsky, maintains this strategy’s Morningstar Analyst Rating of Silver for its two cheaper share classes, while more expensive ones stay at Bronze.

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