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BlackRock Sustainable Balanced Inv A MDCPX

Analyst rating as of
NAV / 1-Day Return
22.18  /  0.49 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.760%
Distribution Fee Level
Low
Share Class Type
Front Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.78%
Turnover
296%

Morningstar’s Analysis MDCPX

Will MDCPX outperform in future?

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

Phil Green goes green.

Summary

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BlackRock Balanced Capital is being revamped. The changes include swapping out its bond managers, an increased focus on ESG, and inclusion of international equity exposure. As a result, the People rating is downgraded to Above Average from High while the new managers settle in, and the fund maintains its Average Process rating. The fund’s cheapest share classes are downgraded to Bronze from Silver and the more expensive share classes are rated Neutral.

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