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BlackRock Energy & Resources Portfolio Investor A Shares (SSGRX)

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BlackRock Energy & Resources Portfolio Investor A Shares

BlackRock Capital Appreciation Fund, Inc.



Management Information
Alastair Bishop,Lead Manager since March 30, 2016
Alastair Bishop is a Director of BlackRock, Inc. since 2010. Prior to joining BlackRock in 2010, Mr. Bishop was a senior research analyst at Piper Jaffray, where he was responsible for covering the Clean Technology industry. Mr. Bishop began his career in 2001 at Dresdner Kleinwort Investment Bank, where he was responsible for covering the European Renewable Energy and Industrial sectors. Mr. Bishop earned a BSc degree in economics from the University of Nottingham in 2001.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEquity Energy
Fund FamilyBlackRock
Net Assets86.46M
YTD Return9.51%
Morningstar Rating★★★
Inception DateMar 1, 1990

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSSGRXCategory Average
Annual Report Expense Ratio (net)1.38%1.09%
Prospectus Net Expense Ratio1.38%N/A
Prospectus Gross Expense Ratio1.47%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.25%4.59%
Max Deferred Sales LoadN/A1.36%
3 Yr Expense Projection957N/A
5 Yr Expense Projection1,277N/A
10 Yr Expense Projection2,183N/A