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BlackRock Sustainable Balanced Inv A MDCPX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis MDCPX

Will MDCPX 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 MDCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MDCPX 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 MDCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong allocation team steers this 60/40 fund with a tilt toward ESG-factors.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

BlackRock Sustainable Balanced benefits from a well-calibrated approach and adept asset-allocation expertise. Its use of a process rooted in research paired with solid quantitatively oriented underlying investments boosts our confidence.

by Megan Pacholok
Rated on Published on

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