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.
BlackRock Large Cap Focus Growth Inv A MDFOX
- NAV / 1-Day Return 7.03 / 0.00
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.920%
- 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 —
- Turnover 33%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:16 AM GMT+0
Morningstar’s Analysis MDFOX
Will MDFOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.05 | 148.6 Mil | Technology |
Apple Inc | 8.76 | 129.6 Mil | Technology |
Amazon.com Inc | 8.30 | 122.8 Mil | Consumer Cyclical |
NVIDIA Corp | 5.94 | 87.9 Mil | Technology |
Visa Inc Class A | 4.36 | 64.5 Mil | Financial Services |
Intuit Inc | 4.28 | 63.4 Mil | Technology |
Alphabet Inc Class A | 4.27 | 63.1 Mil | Communication Services |
ASML Holding NV ADR | 3.21 | 47.5 Mil | Technology |
Broadcom Inc | 3.18 | 47.0 Mil | Technology |
Cadence Design Systems Inc | 3.03 | 44.8 Mil | Technology |