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    BlackRock Energy & Resources Inv A (SSGRX)

    23.98 Up 0.19(0.80%) Mar 3

    Profile as of Jan 30, 2015Get Profile for:
    BlackRock Energy & Resources Inv A
    BlackRock Capital Appreciation Fund, Inc.100 BELLEVUE PARKWAYWILMINGTON DE 19809
    Map
    Phone: 800-441-7762
    Fund Overview 
    Category:Equity Energy
    Fund Family:BlackRock
    Net Assets:400.34M
    Year-to-Date Return:-6.91%
    Yield:0.00%
    Morningstar Rating:1 stars
    Fund Inception Date:Mar 2, 1990
    Morningstar Style Box 
    Equity Energy
    [View Category Definition]
    View Top Equity Energy Funds
    About the Morningstar Style Box
    Management Information 
    Daniel J. Rice, III
    Lead Manager since Dec 31, 2005
    Rice joined BlackRock following the merger with State Street Research & Management (SSRM) in 2005. Prior to joining BlackRock, he had been a senior vice president and a portfolio manager of the State Street Research Global Resources Fund since its inception in March 1990. He was employed by SSRM beginning in 1984.
    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
    SSGRX can be purchased from 133 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. The fund invests at least 80% of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities (such as gas, water, cable, electrical and telecommunications utilities). It intends to emphasize small companies but may from time to time emphasize companies of other sizes. The fund may invest without limit in companies located anywhere in the world and will generally invest in at least three countries and in companies tied economically to a number of countries. It is non-diversified.

    Fund Operations 
    Last Dividend (Dec 12, 2012) : 0.03
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 30, 2013) : 85.00%
    Average for Category:68.33%
    Fees & Expenses 
    ExpenseSSGRXCategory Avg
    Annual Report Expense Ratio (net):1.31%1.51%
    Prospectus Net Expense Ratio:1.34%N/A
    Prospectus Gross Expense Ratio:1.34%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.25%5.14%
    Max Deferred Sales Load: N/A2.27%
    3 Yr Expense Projection*:921708
    5 Yr Expense Projection*:1,2101,087
    10 Yr Expense Projection*:2,0322,162
    * Per $10,000 invested