BlackRock Capital Appreciation Fund K Shares
BFGBX
NASDAQ
Weiss Ratings | BFGBX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | BFGBX-NASDAQ | Click to Compare |
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Provider | BlackRock | |||
Manager/Tenure (Years) | Phil Ruvinsky (5), Caroline Bottinelli (3) | |||
Website | http://www.blackrock.com | |||
Fund Information | BFGBX-NASDAQ | Click to Compare |
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Fund Name | BlackRock Capital Appreciation Fund K Shares | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Dec 31, 1997 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 5,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | BFGBX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | BFGBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.43% | |||
Asset Allocation | BFGBX-NASDAQ | Click to Compare |
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Cash | 0.13% | |||
Stock | 97.34% | |||
U.S. Stock | 92.86% | |||
Non-U.S. Stock | 4.48% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 1.08% | |||
Convertible | 0.00% | |||
Other Net | 1.46% | |||
Price History | BFGBX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.18% | |||
30-Day Total Return | 0.37% | |||
60-Day Total Return | 3.52% | |||
90-Day Total Return | 10.22% | |||
Year to Date Total Return | 10.32% | |||
1-Year Total Return | 20.48% | |||
2-Year Total Return | 62.29% | |||
3-Year Total Return | 89.64% | |||
5-Year Total Return | 76.59% | |||
Price | BFGBX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | BFGBX-NASDAQ | Click to Compare |
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Nav | $45.28 | |||
1-Month Low NAV | $43.98 | |||
1-Month High NAV | $45.47 | |||
52-Week Low NAV | $34.84 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $47.28 | |||
52-Week High Price (Date) | Jul 16, 2025 | |||
Beta / Standard Deviation | BFGBX-NASDAQ | Click to Compare |
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Beta | 1.21 | |||
Standard Deviation | 19.97 | |||
Balance Sheet | BFGBX-NASDAQ | Click to Compare |
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Total Assets | 3.82B | |||
Operating Ratios | BFGBX-NASDAQ | Click to Compare |
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Expense Ratio | 0.62% | |||
Turnover Ratio | 29.00% | |||
Performance | BFGBX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.90% | |||
Last Bear Market Total Return | -23.02% | |||