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BlackRock Balanced Capital R MRBPX

Analyst rating as of
NAV / 1-Day Return
23.84  /  0.46 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.180%
Expense Ratio
1.180%
Fee Level
Below Average
Longest Manager Tenure
14.17 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.69%
Turnover
Premium

Morningstar’s Analysis

Will MRBPX outperform in future?

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

This fund’s equity borders are closed.

Senior Analyst

Summary

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BlackRock Balanced Capital has a seasoned manager at the helm and disciplined underlying funds, and it follows a sophisticated process. Yet this strategy is somewhat limited by its U.S. focus, which narrows its investment universe relative to peers and inhibits the team from fully expressing its tactical views; the team’s other strategies have a global focus that allows for a wider breadth of ideas. Its three cheapest share classes maintain a Morningstar Analyst Rating of Bronze, while the two more expensive share classes have been downgraded to Neutral.

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