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BlackRock Capital Appreciation Inv A (MDFGX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Capital Appreciation Inv A (MDFGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock Capital Appreciation Inv A Fund (MDFGX) ManagerFund Manager - Lawrence G. Kemp

Fund Manager Information

Fund Manager Tenure: 7.1 years
Similar Funds: MDFOX 
Fund Family: BlackRock
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of BlackRock Capital Appreciation Inv A Fund (MDFGX) ProfileBlackRock Capital Appreciation Inv A Fund (MDFGX) Profile

Fund Profile and Description

BlackRock Capital Appreciation Inv A Fund seeks long term growth of capital. BlackRock Capital Appreciation Inv A Fund invests at least 65% of total assets in common stock, convertible preferred stock, securities convertible into common stock, and rights to subscribe to common stock. Of these securities the Fund will generally invest in common stock. It invests primarily in a diversified portfolio consisting of primarily common stock of U.S. companies that Fund management believes have shown above-average growth rates in earnings over the long-term.

 

BlackRock Capital Appreciation Inv A (MDFGX) Fund Strength What we like about BlackRock Capital Appreciation Inv A (MDFGX) Fund

Data for BlackRock Capital Appreciation Inv A Fund (MDFGX) as of May 30, 2016

  • BlackRock Capital Appreciation Inv A Fund (MDFGX) management has been with BlackRock Capital Appreciation Inv A Fund for 7.1 years
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) has good mid-term performance (3-year return 11.14% vs 10.74% Large Growth category median performance)
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) ratio of up-years vs down years is greater than 2
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.17%

BlackRock Capital Appreciation Inv A Fund (MDFGX) Weakness What we are cautious about BlackRock Capital Appreciation Inv A (MDFGX) Fund

Data for BlackRock Capital Appreciation Inv A Fund (MDFGX) as of May 30, 2016

  • BlackRock Capital Appreciation Inv A Fund (MDFGX) has a less-than-ideal short-term performance (1-year return -3.04% vs -1.74% Large Growth category median performance)
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) has a less-than-ideal Long-term performance (5-year return 8.28% vs 10.14% Large Growth category median performance)
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) has a Morningstar rating of 3 and below
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) has an annual stock turnover rate of 77.00% that is higher than the Large Growth average of 50.46%. This could mean BlackRock Capital Appreciation Inv A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.75 that is higher than category average of 12.75
  • BlackRock Capital Appreciation Inv A Fund (MDFGX) carries a 5.25% load
See BlackRock Capital Appreciation Inv A Fund (MDFGX) performance details as of May 30, 2016

 

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Compare BlackRock Capital Appreciation Inv A Fund (MDFGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Capital Appreciation Inv A-2.70-3.0411.148.28
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare BlackRock Capital Appreciation Inv A Fund (MDFGX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of BlackRock Capital Appreciation Inv A Fund (MDFGX) Net Asset TrackingBlackRock Capital Appreciation Inv A (MDFGX) Fund Net Asset

Track net asset change of BlackRock Capital Appreciation Inv A fund (MDFGX)

DateNet Asset
05/2016$3.14B
03/2016$3.15B
02/2016$3.01B
More historic net asset information on BlackRock Capital Appreciation Inv A Fund (MDFGX)

  

Graph of BlackRock Capital Appreciation Inv A Fund (MDFGX) Portfolio TrackingBlackRock Capital Appreciation Inv A (MDFGX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Capital Appreciation Inv A fund (MDFGX)

DateCashStockBondOther
04/20160.94%99.06%0%0%
03/20160.95%99.05%0%0%
01/20162.54%97.47%0%0%
Click here to see more historic asset allocation information on BlackRock Capital Appreciation Inv A Fund (MDFGX)

 

graph of BlackRock Capital Appreciation Inv A Fund (MDFGX) Top 10 Position TrackingTop 10 Holdings in BlackRock Capital Appreciation Inv A (MDFGX) Fund

Discover what BlackRock Capital Appreciation Inv A Fund (MDFGX) manager is buying

Apr 29, 2016
Alphabet Inc. [7.32%]
Facebook, Inc. [6.27%]
Amazon.com, Inc. [5.86%]
Visa Inc. [5.07%]
UnitedHealth Group Incorporated [3.56%]
Anheuser-Busch Inbev SA Sponsor [3.18%]
Constellation Brands, Inc. Comm [2.92%]
TENCENT HOLDINGS LTD [2.91%]
Berkshire Hathaway Inc B [2.8%]
Salesforce.com Inc Common Stock [2.58%]

Mar 30, 2016
Alphabet Inc. [8.1%]
Facebook, Inc. [6.36%]
Amazon.com, Inc. [5.34%]
Visa Inc. [4.97%]
Apple Inc. [4.61%]
Berkshire Hathaway Inc B [3.44%]
UnitedHealth Group Incorporated [3.44%]
Anheuser-Busch Inbev SA Sponsor [3.16%]
Microsoft Corporation [2.86%]
Constellation Brands, Inc. Comm [2.79%]

Jan 30, 2016
Alphabet Inc. [8.41%]
Facebook, Inc. [7.05%]
Visa Inc. [5.03%]
Apple Inc. [5.02%]
Amazon.com, Inc. [4.55%]
Anheuser-Busch Inbev SA Sponsor [3.26%]
UnitedHealth Group Incorporated [3.2%]
Perrigo Company plc Ordinary Sh [3.04%]
Salesforce.com Inc Common Stock [3.02%]
Microsoft Corporation [2.6%]
Click here for Stock Holding Change Map in BlackRock Capital Appreciation Inv A Fund (MDFGX)

  

Latest News on BlackRock Capital Appreciation Inv A (MDFGX) Fund

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BlackRock Capital Appreciation Inv A Fund (MDFGX) Related ResourcesSee more information on BlackRock Capital Appreciation Inv A (MDFGX) Fund

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