MCCPX – BlackRock Balanced Investor C Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks the highest total investment return. The fund invests in a combination of equity securities, fixed-income securities and derivatives. The proportion the fund invests in each category at any given time depends on fund management’s view of how attractive that category appears relative to the others. The advisor intends to invest at least 25% of its assets in equity securities and at least 25% of its assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MACPX	BlackRock Balanced Fund Institutional Shares	Institutional	Open			Nov 8, 1973	$591.20M	0.560%	Low	$2M	−$35.82M
MDCPX	BlackRock Balanced Fund Investor A Shares	Front Load	Open			Oct 21, 1994	$974.28M	0.800%	Low	$1,000	−$66.26M
MCCPX	BlackRock Balanced Fund Investor C Shares	Level Load	Open			Oct 21, 1994	$71.83M	1.560%	Average	$1,000	−$15.60M
MKCPX	BlackRock Balanced Fund Class K	Retirement, Large	Open			Jan 26, 2018	$127.69M	0.470%	Below Average	$5M	$10.49M
MRBPX	BlackRock Balanced Fund Class R	Retirement, Medium	Open			Jan 3, 2003	$12.48M	1.180%	Average	$100	−$1.20M

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