BlackRock Capital Appreciation Fund Institutional Shares (MAFGX)

$41.60
D Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
BlackRock Capital Appreciation Fund Institutional Shares 35 0.96 13.82% -7.03% 0.89%
U.S. All Cap - Growth 33 0.96 12.59% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 13.32% 12.16% 1.16%
Year-to-Date 13.82% 12.59% 1.22%
1 Year 46.27% 0.00% 46.27%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

35%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.89%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,125

Real cost (fees + lost compounding)

$1,393

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
93%

Return in excess of styles
(over past year)
-9.72%