- What does MDFGX invest in?
- The BlackRock Capital Appreciation Fund primarily focuses its investments on a diversified collection of common stocks issued by U.S. companies. Its management team actively seeks out domestic firms that, in their assessment, have consistently demonstrated superior long-term earnings growth. A substantial portion of the fund's holdings, specifically at least 65% of its total assets, will typically be allocated to equity securities. This includes common shares, convertible preferred stock, other instruments exchangeable for common stock, and rights that allow for the subscription to common stock. While the fund maintains the flexibility to invest in companies across all market capitalizations, it strategically emphasizes businesses with medium to large stock market values.
- What is the expense ratio of MDFGX?
- BlackRock Capital Appreciation Fund (MDFGX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MDFGX?
- BlackRock Capital Appreciation Fund (MDFGX) manages $3.83B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MDFGX actively managed or an index fund?
- MDFGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MDFGX launched?
- BlackRock Capital Appreciation Fund (MDFGX) launched in December 1997 and is managed by BlackRock.
- How has MDFGX performed?
- MDFGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
