Morningstar

BlackRock Capital Appreciation Fund Institutional Shares MAFGX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $37.44  /  −4.17 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 99%
NAV and 1-Day Return as of

Morningstar’s Analysis MAFGX

Will MAFGX 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 MAFGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAFGX 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 MAFGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Off to a good start, but questions remain.

Analyst Drew Carter

Drew Carter

Analyst

Summary

BlackRock Large Cap Growth’s team and process remain new and unproven, warranting caution despite a strong performance start. 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 MAFGX

More MAFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.99 494M
Technology

Microsoft Corp

4.96 189M
Technology

Apple Inc

4.68 178M
Technology

Alphabet Inc Class A

4.62 176M
Communication Services

Amazon.com Inc

4.15 158M
Consumer Cyclical

Alphabet Inc Class C

3.75 143M
Communication Services

Micron Technology Inc

3.66 139M
Technology

Eli Lilly and Co

2.92 111M
Healthcare

Palo Alto Networks Inc

2.58 98M
Technology

Wheaton Precious Metals Corp

2.56 97M
Basic Materials

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