BlackRock Balanced Capital’s forward-thinking manager uses deep analytical resources to employ a sophisticated process to this U.S.-focused fund. Our confidence in the team is bolstered by underlying funds with rigorous processes. The People Pillar rating has been upgraded to High from Above Average. As a result, the two cheapest share classes are upgraded to a Morningstar Analyst Rating of Silver, while the more-expensive share classes earn Bronze and Neutral.
Will MDCPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MDCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.