BlackRock Balanced Capital has a seasoned manager at the helm and disciplined underlying funds, and it follows a sophisticated process. Yet this strategy is somewhat limited by its U.S. focus, which narrows its investment universe relative to peers and inhibits the team from fully expressing its tactical views; the team’s other strategies have a global focus that allows for a wider breadth of ideas. Its three cheapest share classes maintain a Morningstar Analyst Rating of Bronze, while the two more expensive share classes have been downgraded to Neutral.
BlackRock Balanced Capital Inv C MCCPX
NAV / 1-Day Return
22.03
/
1.15
%
Total Assets
1.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.580%
Expense Ratio
1.580%
Fee Level
Average
Longest Manager Tenure
14.18
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
0.39%
Turnover
—
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MCCPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCCPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MCCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MCCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund’s equity borders are closed.
