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Address And Details

40 East 52nd Street , New York, NY 10022
Fund Manager Lawrence Kemp
Manager Tenure 8 Years 11 Months

Strategy And Objective

BlackRock Capital Appreciation Fund Inc seeks long term growth of capital by investing in a portfolio of common stocks of U.S. companies that the Fund's management believes have shown above-average growth rates in earnings over the long term with emphasis in companies with large market capitalization.

Net Asset Value

as of 5:53 PM ET 11/30/2021

Performance

  • 1 Week
  • -2.01%
  • 1 Month
  • -1.41%
  • 3 Months
  • -1.47%
  • 1 Yr Return
  • +9.22%
  • 5 Yr Return
  • +85.20%

Equity Sector Breakdown

Technology 48.28%
RetailTrade 16.60%
IndustrialCyclical 8.05%
Finance 7.32%
NonDurables 7.31%
Services 3.01%
Utilities 2.65%
ConsumerDurables 2.58%
Health 1.90%
Energy n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 99.21%
ForeignStocks 11.52%
Preferred 0.61%
Cash 0.00%
Bonds 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 1.28 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 6.75 5.49 1.37
Beta 0.96 0.99 1.03
R Squared 0.89 0.84 0.82
Std Deviation 18.87 16.65 14.89
Sharpe Ratio 1.56 1.52 n/a

Purchase Information

as of 5:55 PM ET 11/29/2021
Minimum Initial $2000000
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 10/31/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 10/31/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +39.34%
  • +27.02%
+39.34% +27.02%
3 Year
  • +28.53%
  • +21.32%
+28.53% +21.32%
10 Year
  • +18.11%
  • +18.56%
+18.11% +18.56%
Life Of Fund
  • +17.33%
  • +16.82%
+17.33% +16.82%

Top 10 Holdings

Symbol Company Name % Of Assets
MSFT MICROSOFT CORP 8.41%
AMZN AMAZON COM INC 8.28%
GOOGL ALPHABET INC CLASS A 4.92%
FB META PLATFORMS INC 4.42%
V VISA INC 3.72%
ASML ASML HOLDING NV 3.49%
AAPL APPLE INC 3.28%
MA MASTERCARD INC 3.11%
NOW SERVICENOW INC 3.08%
INTU INTUIT INC 3.07%

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