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BlackRock Capital Appreciation Inv A MDFGX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 37.11  /  +0.62 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 43%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MDFGX

Will MDFGX outperform in future?

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

BlackRock Large-Growth Funds' Merger Postponed

null Drew Carter

Drew Carter

Analyst Note

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.

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Portfolio Holdings MDFGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.70 369.8 Mil
Technology

Microsoft Corp

9.83 340.0 Mil
Technology

Amazon.com Inc

9.68 334.8 Mil
Consumer Cyclical

Apple Inc

6.52 225.6 Mil
Technology

Meta Platforms Inc Class A

4.21 145.7 Mil
Communication Services

Intuit Inc

4.06 140.5 Mil
Technology

Alphabet Inc Class A

4.04 139.8 Mil
Communication Services

Broadcom Inc

3.84 132.8 Mil
Technology

Visa Inc Class A

3.83 132.6 Mil
Financial Services

Eli Lilly and Co

3.31 114.4 Mil
Healthcare