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BlackRock Sustainable Balanced Inv C MCCPX

Analyst rating as of
NAV / 1-Day Return
18.78  /  1.73 %
Total Assets
1.6 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
15.49 years
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
TTM Yield

Morningstar’s Analysis

Will MCCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Phil Green goes green.


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BlackRock Balanced Capital is being revamped. The changes include swapping out its bond managers, an increased focus on ESG, and inclusion of international equity exposure. As a result, the People rating is downgraded to Above Average from High while the new managers settle in, and the fund maintains its Average Process rating. The fund’s cheapest share classes are downgraded to Bronze from Silver and the more expensive share classes are rated Neutral.

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