Nasdaq - Delayed Quote USD

BlackRock Capital Appreciation R (MRFGX)

22.99
-0.06
(-0.26%)
As of 8:09:22 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.07%
5y Average Return 12.86%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (May 8, 2025) 48.33%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 48.33%
Worst 3Y Total Return 1.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRFGX
Category
YTD
-9.17%
12.38%
1-Month
2.20%
5.09%
3-Month
-10.88%
10.28%
1-Year
10.13%
41.70%
3-Year
13.71%
22.56%
5-Year
12.72%
21.98%
10-Year
12.57%
15.99%
Last Bull Market
20.41%
25.99%
Last Bear Market
-23.14%
-17.29%

Annual Total Return (%) History

Year
MRFGX
Category
2025
--
--
2024
31.07%
--
2023
48.33%
--
2022
-38.08%
--
2021
20.26%
--
2020
39.72%
35.86%
2019
31.47%
31.90%
2018
1.46%
-2.09%

2017
32.25%
27.67%
2016
-0.62%
3.23%
2015
6.57%
3.60%
2014
8.04%
10.00%
2013
33.50%
33.92%
2012
13.53%
15.34%
2011
-9.42%
-2.46%
2010
--
15.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.12% -- -- --
2024 13.62% 7.52% 1.23% 5.98%
2023 16.70% 14.36% -3.87% 15.62%
2022 -13.73% -23.14% -7.37% 0.81%
2021 0.32% 12.75% 0.42% 5.88%
2020 -11.97% 28.66% 10.98% 11.16%
2019 16.83% 5.72% -2.66% 9.35%
2018 5.61% 8.08% 5.61% -15.83%
2017 9.90% 6.54% 5.14% 7.43%
2016 -5.26% 0.64% 7.58% -3.12%

2015 3.91% 2.11% -6.96% 7.96%
2014 -2.48% 2.91% 2.10% 5.43%
2013 6.35% 1.56% 10.18% 12.18%
2012 15.46% -7.42% 7.67% -1.36%
2011 4.02% -1.96% -16.98% 6.99%
2010 13.87% 13.85% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 29
3-Month 67
1-Year 68
3-Year 50
5-Year 75

Load Adjusted Returns

1-Year 10.13%
3-Year 13.71%
5-Year 12.72%
10-Year 12.57%

Performance & Risk

YTD Return -6.07%
5y Average Return 12.86%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family BlackRock
Net Assets 3.29B
YTD Return -9.17%
Yield 0.00%
Morningstar Rating
Inception Date Jun 25, 2010

Fund Summary

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.

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