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.
BlackRock Sustainable Balanced R MRBPX
- NAV / 1-Day Return 23.08 / −0.04 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.190%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.31%
- Turnover 152%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 1:14 AM GMT+0
Morningstar’s Analysis MRBPX
Will MRBPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash Offset | 9.03 | 141.8 Mil | — |
Us 2Yr Note Jun 24 | 5.55 | 87.0 Mil | Government |
Microsoft Corp | 2.92 | 45.9 Mil | Technology |
Apple Inc | 2.83 | 44.4 Mil | Technology |
United States Treasury Notes | 2.26 | 35.4 Mil | Government |
United States Treasury Notes | 2.13 | 33.5 Mil | Government |
BlackRock Liquidity T-Fund Instl | 2.13 | 33.4 Mil | Cash and Equivalents |
NVIDIA Corp | 2.10 | 33.0 Mil | Technology |
iShares Russell 1000 Value ETF | 2.10 | 33.0 Mil | — |
Amazon.com Inc | 1.84 | 29.0 Mil | Consumer Cyclical |