BlackRock Fundamental Growth AMDFGX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

BlackRock Fundamental Growth's multipronged approach has proved its worth during a period of wild market swings.

Last year's devastating bear market eventually gave way to a sharp rally in 2009. While most investors have struggled in at least one of those two environments, this fund has managed to stay afloat in both. Read more

Kudos

New manager has a promising record at BlackRock Capital Appreciation.

Relatively low expense ratio. Read more

Risks

Not for those looking for a pure, aggressive growth vehicle. Read more

Strategy

Comanagers Jeff Lindsey and Ed Dowd replaced former skipper Thomas Burke in November 2008. The duo aims to keep roughly two thirds of assets parked in stable growth stocks and one third in more-aggressive opportunities (though it may adjust those weightings depending on market conditions). Read more

Management

In November 2008, Jeff Lindsey and Ed Dowd replaced former manager Thomas Burke as part of a companywide restructuring at BlackRock. They have also served as managers at BlackRock Capital Appreciation since 2002. The team is assisted by analysts Bryan Krause, Jason Kritzer, and Alex Bates. Read more

Inside Scoop

This offering recently experienced a change in management and strategy. Its new management intends to run the fund in a more straightforward approach than its predecessor and has generated solid results another fund. Read more

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