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Morningstar

BlackRock Sustainable Balanced Inv A MDCPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 26.11  /  +0.81 %
  • Total Assets 1.6 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 2.43%
  • Turnover 152%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:24 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.

  • 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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Portfolio Holdings MDCPX

More MDCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Sep 24

5.14 83.5 Mil
Government

BlackRock Liquidity T-Fund Instl

2.98 48.4 Mil
Cash and Equivalents

Microsoft Corp

2.97 48.3 Mil
Technology

Apple Inc

2.91 47.3 Mil
Technology

NVIDIA Corp

2.90 47.1 Mil
Technology

AUD/USD Purchased

2.84 46.2 Mil
Derivative

United States Treasury Notes

2.07 33.6 Mil
Government

iShares Russell 1000 Value ETF

2.07 33.6 Mil
—

Amazon.com Inc

1.90 30.9 Mil
Consumer Cyclical

EUR/USD Purchased

1.90 30.9 Mil
Derivative