BlackRock Capital Appreciation Fund Investor C Shares (MCFGX)

Fund Assets	3.69B
Expense Ratio	1.67%
Min. Investment	$1,000
Turnover	99.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jul 22, 2026

Previous Close	6.77
YTD Return	11.51%
1-Year Return	14.55%
5-Year Return	48.60%
52-Week Low	6.29
52-Week High	17.45
Beta (5Y)	1.26
Holdings	41
Inception Date	Dec 31, 1997

About MCFGX

BlackRock Capital Appreciation Fund Investor C Shares is a mutual fund focused on achieving long-term growth of capital by investing primarily in large-cap growth companies based in the United States. The fund's strategy centers on identifying and allocating assets to firms that are expected to post above-average earnings growth, particularly within the technology, consumer cyclical, and healthcare sectors. Its portfolio is concentrated in well-known, innovative corporations such as NVIDIA, Microsoft, Amazon.com, Apple, and Meta Platforms, with these top holdings representing a significant portion of the fund’s overall assets. Employing a diversified approach, the fund primarily holds common stocks, targeting U.S. businesses that management believes are positioned for strong expansion. BlackRock Capital Appreciation Fund Investor C Shares plays a key role for investors seeking exposure to U.S. large-cap growth equities and is characterized by its large-growth investment style and active portfolio management.

• Fund Family: BlackRock
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MCFGX
• Index: Russell 1000 Growth TR

Performance

MCFGX had a total return of 14.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.76%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.54%

Top 10 Holdings

52.98% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.12%
Amazon.com, Inc.	AMZN	7.18%
Apple Inc.	AAPL	5.41%
Alphabet Inc.	GOOGL	4.89%
Microsoft Corporation	MSFT	4.83%
Broadcom Inc.	AVGO	4.62%
Meta Platforms, Inc.	META	3.49%
Palo Alto Networks, Inc.	PANW	3.22%
Caterpillar Inc.	CAT	3.13%
Eli Lilly and Company	LLY	3.08%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 22, 2026	$7.4684	Jul 23, 2026
Dec 9, 2025	$3.74906	Dec 10, 2025
Jul 17, 2025	$3.03852	Jul 18, 2025
Dec 11, 2024	$1.77939	Dec 12, 2024
Jul 18, 2024	$2.88604	Jul 19, 2024
Dec 6, 2023	$0.54141	Dec 7, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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