BFGBX Mutual Fund

BFGBX Mutual Fund (BlackRock Capital Appreciation Fund, Inc. Class K) is managed by BlackRock, Inc. (US) with $607.8M in net assets. BFGBX expense ratio is 0.62%, holding 36 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1997-12-31.

BFGBX performance shows a YTD return of 9.08%. The 1-year return is 12.29% and the 5-year return is 9.33%. BFGBX dividend yield stands at 9.59%, paid annually.

BFGBX top holdings include Nvidia Corp (13.6%), Amazon.Com Inc (8.0%), Apple, Inc (5.7%), Microsoft Corp (5.7%), Broadcom Inc (5.4%). Go to all BFGBX holdings, BFGBX sectors, or BFGBX dividends.

BFGBX can be compared against other funds. Use BFGBX overlap to find shared positions, or BFGBX vs another fund for a side-by-side view. BFGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.