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BlackRock Sustainable Balanced Inv A MDCPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 25.11  /  −0.12 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.50%
  • Turnover 152%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis MDCPX

Will MDCPX outperform in future?

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

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.

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Portfolio Holdings MDCPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

9.03 141.8 Mil

Us 2Yr Note Jun 24

5.55 87.0 Mil
Government

Microsoft Corp

2.92 45.9 Mil
Technology

Apple Inc

2.83 44.4 Mil
Technology

United States Treasury Notes

2.26 35.4 Mil
Government

United States Treasury Notes

2.13 33.5 Mil
Government

BlackRock Liquidity T-Fund Instl

2.13 33.4 Mil
Cash and Equivalents

NVIDIA Corp

2.10 33.0 Mil
Technology

iShares Russell 1000 Value ETF

2.10 33.0 Mil

Amazon.com Inc

1.84 29.0 Mil
Consumer Cyclical