BlackRock Capital Appreciation Inv B
100 Bellevue Parkway Wilmington, DE 19809
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Phone: 800-441-7762
| Category: | Large Growth | | Fund Family: | BlackRock | | Net Assets: | 23.90M | | Year-to-Date Return: | -7.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
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Jeffrey R. Lindsey
Lead Manager since
01-Dec-02 | | | Lindsey joined BlackRock Advisors as managing director after the merger with State Street Research in 2005. At State Street Research, Lindsey was a managing director with State Street Research since 2002. Previously, he was a senior vice president and senior portfolio manager with Putnam Investment Management. Prior to that, he was a vice president with strategic portfolio management from 1992 to 1994. Lindsey holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long term growth of capital. The fund invests at least 80% of total assets in common and preferred stock and securities convertible into common and preferred stock of mid- and large-size companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 97.00% | | Average for Category:
| 98.32% |
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| Expense | SRLPX | Category
Avg | | Total Expense Ratio: | 2.07%
| 1.35% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 4.50%
| 2.68% | | 3 Yr Expense Projection*: |
$1,027 | $622 | | 5 Yr Expense Projection*: |
$1,366 | $957 | | 10 Yr Expense Projection*: |
$2,304 | $1,889 |
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1.49% Nasdaq 0.00%
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