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.
BlackRock Capital Appreciation Fund Investor A Shares MDFGX
- NAV / 1-Day Return 38.24 / −1.01 %
- Total Assets 3.9B
-
Adj. Expense Ratio
0.920%
- Expense Ratio 0.950%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 29%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:58 AM GMT+0
Morningstar’s Analysis MDFGX
Will MDFGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MDFGX 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 MDFGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.17 | 530M | Technology |
Amazon.com Inc | 8.72 | 326M | Consumer Cyclical |
Microsoft Corp | 5.76 | 216M | Technology |
Alphabet Inc Class A | 5.75 | 215M | Communication Services |
Broadcom Inc | 5.57 | 209M | Technology |
Apple Inc | 5.54 | 207M | Technology |
Meta Platforms Inc Class A | 4.14 | 155M | Communication Services |
Intel Corp | 3.21 | 120M | Technology |
Quanta Services Inc | 3.14 | 118M | Industrials |
Caterpillar Inc | 2.86 | 107M | Industrials |
United States