• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.25% Nasdaq Up0.65%

    BlackRock Energy & Resources Inv A (SSGRX)

    17.55 Down 0.07(0.40%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    BlackRock Energy & Resources Inv A
    BlackRock Capital Appreciation Fund, Inc.100 BELLEVUE PARKWAYWILMINGTON DE 19809
    Phone: 800-441-7762
    Fund Overview 
    Category:Equity Energy
    Fund Family:BlackRock
    Net Assets:271.22M
    Year-to-Date Return:18.45%
    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 
    Poppy Allonby
    Lead Manager since Mar 11, 2013
    Managing Director since 2012; Director of BlackRock, Inc. from 2007 to 2011; Vice President of BlackRock, Inc. from 2006 to 2007; Director of Merrill Lynch Investment Managers, L.P. in 2006. Poppy Buxton joined MLIM in 2000. Prior to joining the Natural Resources Team, Poppy was responsible for basic materials, utilities and energy sectors for the US Team.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:100
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    SSGRX can be purchased from 137 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). The advisor intends to emphasize small companies but may from time to time emphasize companies of other sizes. It 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. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Dec 12, 2012) : 0.03
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 30, 2013) : 55.00%
    Average for Category:89.95%
    Fees & Expenses 
    ExpenseSSGRXCategory Avg
    Annual Report Expense Ratio (net):1.37%1.47%
    Prospectus Net Expense Ratio:1.38%N/A
    Prospectus Gross Expense Ratio:1.39%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.25%5.16%
    Max Deferred Sales Load: N/A2.13%
    3 Yr Expense Projection*:941656
    5 Yr Expense Projection*:1,2451,021
    10 Yr Expense Projection*:2,1052,043
    * Per $10,000 invested