2 / 5 Stars
1 1 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#313 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.38 percent over the past year, 10.86 percent over the past three years, 15.56 percent over the past five years, and 7.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.5%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||7.2%|
The investment seeks long-term growth of capital. 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% 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. The fund may invest in companies of any size but emphasizes investments in companies that have medium to large stock market capitalizations.
Fees are Average compared to funds in the same category.
BlackRock Capital Appreciation Fund has an expense ratio of 1.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.