Morningstar

BlackRock Capital Appreciation Fund K Shares BFGBX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 46.43  /  +0.09 %
  • Total Assets 3.8B
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:53 PM GMT+0

Morningstar’s Analysis BFGBX

Will BFGBX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFGBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFGBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

New team, new process.

Analyst Drew Carter

Drew Carter

Analyst

Summary

BlackRock Large Cap Growth’s team and process are new to the strategy and are unproven. This strategy—which includes the BlackRock Capital Appreciation and BlackRock Large Cap Focus Growth mutual funds, a separately managed account, and the iShares Large Cap Growth ETF—receives Average ratings for its People and Process Pillars.

by Drew Carter
Rated on Published on

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Portfolio Holdings BFGBX

More BFGBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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