Blackrock Capital Appreciation Fund Quote

MDFGX Fund  USD 38.45  0.36  0.95%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Blackrock Capital is trading at 38.45 as of the 2nd of December 2024; that is 0.95% up since the beginning of the trading day. The fund's open price was 38.09. Blackrock Capital has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Blackrock Capital Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio consisting primarily of common stock of U.S. companies that fund management believes have exhibited above-average growth rates in earnings over the long term. It will generally invest at least 65 percent of its total assets in the following equity securities Common stock Convertible preferred stock Securities convertible into common stock and Rights to subscribe to common stock. More on Blackrock Capital Appreciation

Moving together with Blackrock Mutual Fund

  0.8MKDVX Blackrock Equity DividendPairCorr
  0.95MKGCX Blackrock AdvantagePairCorr
  1.0MKFOX Blackrock Large CapPairCorr

Moving against Blackrock Mutual Fund

  0.72BRAMX Bats Series MPairCorr
  0.49BROKX Blackrock AdvantagePairCorr
  0.31MKEFX Blackrock Eurofund ClassPairCorr

Blackrock Mutual Fund Highlights

Fund ConcentrationBlackRock Funds, Large Growth Funds, Large Growth, BlackRock (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of September 2022
Fiscal Year EndMay
Blackrock Capital Appreciation [MDFGX] is traded in USA and was established 2nd of December 2024. Blackrock Capital is listed under BlackRock category by Fama And French industry classification. The fund is listed under Large Growth category and is part of BlackRock family. This fund now has accumulated 3.3 B in assets with no minimum investment requirementsBlackrock Capital is currently producing year-to-date (YTD) return of 29.11%, while the total return for the last 3 years was 5.55%.
Check Blackrock Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Blackrock Capital Appreciation Mutual Fund Constituents

STZConstellation Brands ClassStockConsumer Staples
CSGPCoStar GroupStockIndustrials
IACIAC IncStockCommunication Services
BAThe BoeingStockIndustrials
BKNGBooking HoldingsStockConsumer Discretionary
NKENike IncStockConsumer Discretionary
MAMastercardStockFinancials
VVisa Class AStockFinancials
More Details

Blackrock Capital Risk Profiles

Blackrock Capital Against Markets

Other Information on Investing in Blackrock Mutual Fund

Blackrock Capital financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Capital security.
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