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Morningstar

BlackRock Sustainable Balanced K MKCPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 26.44  /  +0.53 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.90%
  • Turnover 152%

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:42 AM GMT+0

Morningstar’s Analysis MKCPX

Will MKCPX 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 MKCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MKCPX 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 MKCPX’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 MKCPX

More MKCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Jun 24

6.07 94.1 Mil
Government

BlackRock Liquidity T-Fund Instl

4.01 62.2 Mil
Cash and Equivalents

AUD/USD Purchased

2.89 44.9 Mil
Derivative

Microsoft Corp

2.66 41.3 Mil
Technology

Apple Inc

2.49 38.7 Mil
Technology

United States Treasury Notes

2.29 35.5 Mil
Government

NVIDIA Corp

2.20 34.0 Mil
Technology

iShares Russell 1000 Value ETF

2.13 33.0 Mil
—

EUR/USD Purchased

1.83 28.4 Mil
Derivative

Amazon.com Inc

1.76 27.3 Mil
Consumer Cyclical