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BlackRock Sustainable Balanced Inv A MDCPX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 24.93  /  0.12 %
  • 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 2.63%
  • Turnover 152%

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 557
  • Bond Holdings 461
  • Other Holdings 108
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

8.33
128,821,706

Us 2Yr Note Mar 24

5.57
86,176,516
Government

United States Treasury Notes

3.03
46,790,055
Government
2.88
44,502,358
Technology
2.85
44,099,176
Technology

United States Treasury Notes

2.18
33,768,276
Government

iShares Russell 1000 Value ETF

2.06
31,818,962

EUR/USD Purchased

1.87
28,899,417
Derivative
1.68
25,951,302
Consumer Cyclical
1.59
24,602,801
Technology