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BlackRock Balanced Capital Inv A MDCPX

Analyst rating as of
NAV / 1-Day Return
29.11  /  0.10 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
Low
Longest Manager Tenure
14.81 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.62%
Turnover
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Morningstar’s Analysis

Will MDCPX outperform in future?

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

This balance fund is tilted in investors' favor.

Summary

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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.

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