BlackRock Sustainable Balanced’s well-resourced and skilled management team aims to deliver an environmental, social, and governance-focused option to investors, but its sustainability objective is still new. A longer track record of continued execution of the new mandate would bolster our confidence. Its cheapest share classes maintain a Morningstar Analyst Rating of Bronze, and the more expensive share classes are rated Neutral.
- NAV / 1-Day Return 18.65 / 0.05 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
1.530%
- Expense Ratio 1.530%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.69%
- Turnover 152%
Morningstar’s Analysis MCCPX
Will MCCPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 599
- Bond Holdings 378
- Other Holdings 130
- % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Cash Offset
10.05
153,723,602
—
Us 2Yr Note Dec 23
3.90
59,726,219
Government
BlackRock Liquidity T-Fund Instl
2.66
40,628,430
Cash and Equivalents
United States Treasury Notes
2.17
33,159,138
Government
iShares Russell 1000 Value ETF
2.00
30,593,157
—
EUR/USD Purchased
1.88
28,838,637
Derivative