- NAV / 1-Day Return 29.71 / 0.87 %
- Total Assets 199.6 Bil
Adj. Expense Ratio
- Expense Ratio 1.310%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Open
- TTM Yield 0.87%
- Turnover 158%
Morningstar’s Analysis BALCX
Will BALCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.