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    BlackRock US Opportunities Inv C (BMECX)

    29.77 Down 0.39(1.29%) Sep 4

    Profile as of Aug 30, 2015Get Profile for:
    BlackRock US Opportunities Inv C
    BlackRock Capital Appreciation Fund, Inc.100 BELLEVUE PARKWAYWILMINGTON DE 19809
    Phone: 800-441-7762
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:BlackRock
    Net Assets:1.48B
    Year-to-Date Return:-0.75%
    Morningstar Rating:3 stars
    Fund Inception Date:May 1, 1998
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Thomas Callan
    Lead Manager since Nov 30, 2002
    Thomas P. Callan, CFA, Managing Director and senior portfolio manager, is head of BlackRock's Global Opportunities equity team. He oversees the team's investment process, leads the team's Investment Strategy Group, and provides portfolio and risk management oversight for all of the team's products. In addition, Mr. Callan is a member of BlackRock's Leadership Committee. Mr. Callan's service with the firm dates back to 1988, including his years with PNC Asset Management Group, which was integrated with BlackRock in 1998. He started as a health care analyst for PNC's mutual fund group and later served as an international equity analyst. Mr. Callan began his investment career at PNC Bank as a personal trust portfolio manager in 1988. Mr. Callan earned a BA degree in economics, with honors, from Boston College in 1981.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    BMECX can be purchased from 63 brokerages.

    Fund Summary 
    The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities issued by U.S. emerging capitalization companies with relatively attractive earnings growth potential and valuation. The advisor generally defines these companies, at the time of the fund's investment, as those with market capitalizations comparable in size to those within the universe of Russell Midcap® Index stocks. It primarily invests in common stock but can also invest in preferred stock and convertible securities. From time to time the fund may invest in shares of companies through initial public offerings ("IPOs").

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 11, 2014) : 0.00
    Annual Holdings Turnover (Sep 2, 2015) : 66.00%
    Average for Category:46.36%
    Fees & Expenses 
    ExpenseBMECXCategory Avg
    Annual Report Expense Ratio (net):2.09%1.29%
    Prospectus Net Expense Ratio:2.07%N/A
    Prospectus Gross Expense Ratio:2.33%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: 1.00%2.08%
    3 Yr Expense Projection*:703529
    5 Yr Expense Projection*:1,222843
    10 Yr Expense Projection*:2,6461,732
    * Per $10,000 invested