About MDFGX
BlackRock Capital Appreciation Fund Investor A Shares is a mutual fund focused on achieving long-term capital growth through investments in large-cap growth companies, predominantly based in the United States. The fund primarily holds a concentrated portfolio of common stocks from businesses that the management team believes will exhibit above-average earnings growth over time. Notable for its strategic emphasis on sectors such as technology, consumer cyclical, communication services, and healthcare, the fund’s top holdings include industry leaders like NVIDIA, Microsoft, Amazon.com, Apple, and Meta Platforms. With approximately $3.6 billion in total assets and a diversified portfolio of around 40 holdings, the fund typically maintains a low turnover rate, reflecting a long-term investment approach. BlackRock Capital Appreciation Fund Investor A Shares caters to investors seeking exposure to high-growth potential firms, mainly in the large capitalization segment, and plays a significant role in the large-growth mutual fund category, leveraging BlackRock’s global asset management expertise to identify and capitalize on evolving market opportunities.
Fund Family BlackRock
Category Large Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MDFGX
Index Russell 1000 Growth TR
MDFGX had a total return of 15.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.97%.
