About BFGBX
BlackRock Capital Appreciation Fund K Shares is a mutual fund focused on achieving long-term capital growth. The fund primarily invests in a diversified portfolio of large-cap growth companies, mainly based in the United States, that are expected by fund management to demonstrate above-average earnings growth. Its portfolio is heavily weighted towards prominent technology and consumer companies such as NVIDIA, Microsoft, Amazon, Apple, and Meta Platforms, with the top ten holdings accounting for a majority of its assets. This approach targets sectors at the forefront of innovation and expansion, notably technology, financial services, healthcare, and communication services. The fund’s strategy centers on identifying industry leaders with strong growth trajectories, making it a significant player within the large growth mutual fund category. BlackRock Capital Appreciation Fund K Shares is designed for institutional investors, offering a relatively low expense ratio and aiming to provide risk-adjusted returns through disciplined stock selection and portfolio management.
Fund Family BlackRock
Category Large Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BFGBX
Index Russell 1000 Growth TR
BFGBX had a total return of 5.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 24.74%.
