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Morningstar

BlackRock Capital Appreciation K BFGBX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BFGBX

Will BFGBX outperform in 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.

Experienced leader, team can handle coming change.

Analyst

Summary

| by Drew Carter

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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