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BlackRock Capital Appreciation R (MRFGX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Capital Appreciation R (MRFGX) Fund

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

 

Graph of BlackRock Capital Appreciation R Fund (MRFGX) ManagerFund Manager - Lawrence G. Kemp

Fund Manager Information

Fund Manager Tenure: 7.1 years
Fund Family: BlackRock
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of BlackRock Capital Appreciation R Fund (MRFGX) ProfileBlackRock Capital Appreciation R Fund (MRFGX) Profile

Fund Profile and Description

BlackRock Capital Appreciation R Fund seeks long term growth of capital. BlackRock Capital Appreciation R 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 R (MRFGX) Fund Strength What we like about BlackRock Capital Appreciation R (MRFGX) Fund

Data for BlackRock Capital Appreciation R Fund (MRFGX) as of May 30, 2016

  • BlackRock Capital Appreciation R Fund (MRFGX) management has been with BlackRock Capital Appreciation R Fund for 7.1 years
  • BlackRock Capital Appreciation R Fund (MRFGX) has good mid-term performance (3-year return 10.85% vs 10.74% Large Growth category median performance)
  • BlackRock Capital Appreciation R Fund (MRFGX) ratio of up-years vs down years is greater than 2

BlackRock Capital Appreciation R Fund (MRFGX) Weakness What we are cautious about BlackRock Capital Appreciation R (MRFGX) Fund

Data for BlackRock Capital Appreciation R Fund (MRFGX) as of May 30, 2016

  • BlackRock Capital Appreciation R Fund (MRFGX) has a less-than-ideal short-term performance (1-year return -3.26% vs -1.74% Large Growth category median performance)
  • BlackRock Capital Appreciation R Fund (MRFGX) has a less-than-ideal Long-term performance (5-year return 7.98% vs 10.14% Large Growth category median performance)
  • BlackRock Capital Appreciation R Fund (MRFGX) has a Morningstar rating of 3 and below
  • BlackRock Capital Appreciation R Fund (MRFGX) is less safe compared to its Large Growth peers
  • BlackRock Capital Appreciation R Fund (MRFGX) 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 R is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Capital Appreciation R Fund (MRFGX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.74 that is higher than category average of 12.75
  • BlackRock Capital Appreciation R Fund (MRFGX) has a higher expense ratio of 1.32% than its Large Growth average of 1.17%
  • Even though BlackRock Capital Appreciation R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock Capital Appreciation R Fund (MRFGX) performance details as of May 30, 2016

 

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Compare BlackRock Capital Appreciation R Fund (MRFGX)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 R-2.78-3.2610.857.98
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 R Fund (MRFGX)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 R Fund (MRFGX) Net Asset TrackingBlackRock Capital Appreciation R (MRFGX) Fund Net Asset

Track net asset change of BlackRock Capital Appreciation R fund (MRFGX)

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

  

Graph of BlackRock Capital Appreciation R Fund (MRFGX) Portfolio TrackingBlackRock Capital Appreciation R (MRFGX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Capital Appreciation R fund (MRFGX)

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 R Fund (MRFGX)

 

graph of BlackRock Capital Appreciation R Fund (MRFGX) Top 10 Position TrackingTop 10 Holdings in BlackRock Capital Appreciation R (MRFGX) Fund

Discover what BlackRock Capital Appreciation R Fund (MRFGX) 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 R Fund (MRFGX)

  

Latest News on BlackRock Capital Appreciation R (MRFGX) Fund

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BlackRock Capital Appreciation R Fund (MRFGX) Related ResourcesSee more information on BlackRock Capital Appreciation R (MRFGX) Fund

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