BlackRock Fundamental Growth C
800 Scudders Mill Road, Plainboro NJ 08536,
Phone: 800-441-7762
| Category: | Large Growth | | Fund Family: | BlackRock | | Net Assets: | 514.32M | | Year-to-Date Return: | 9.33% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Dec-92 |
|
Edward P. Dowd
Lead Manager since
17-Nov-08 | | | Dowd is a director with BlackRock Advisors. Prior to State Street Research's merger with BlackRock, Dowd was a vice president for State Street Research since 2002. Previously, he served as vice president at Independence Investment LLC and as an equity research associate at Donaldson, Lufkin and Jenrette. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth of capital. The fund primarily invests in a portfolio of common stock of U.S. companies that fund management believes have shown above-average growth rates in earnings over the long-term. It generally invests at least 65% of total assets in common stock, convertible preferred stock, securities convertible into common stock, and rights to subscribe to common stock. The fund emphasizes investments in companies with medium to large market capitalization (currently, approximately $2 billion or more). It may also invest up to 20% of assets in the securities of foreign companies. |
| Last Dividend
(12-Oct-05):
| 0.00 | | Last Cap Gain
(15-Dec-00):
| 1.78 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 120.60% |
|
| Expense | MCFGX | Category
Avg | | Total Expense Ratio: | 1.94%
| 1.42% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$609 | $746 | | 5 Yr Expense Projection*: |
$1,047 | $1,195 | | 10 Yr Expense Projection*: |
$2,264 | $2,352 |
|
|
0.22 (1.37%)
