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BlackRock Balanced Investor C (MCCPX)

21.38
+0.06
+(0.28%)
At close: May 16 at 8:04:22 PM EDT
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  • Previous Close 21.32
  • YTD Return 0.48%
  • Expense Ratio 1.57%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.59B
  • Beta (5Y Monthly) 1.00
  • Yield 3.97%
  • 5y Average Return --
  • Holdings Turnover 127.00%
  • Last Dividend 0.86
  • Inception Date Nov 8, 1973

The fund invests in a combination of equity securities, fixed-income securities and derivatives. The proportion the fund invests in each category at any given time depends on fund management’s view of how attractive that category appears relative to the others. The advisor intends to invest at least 25% of its assets in equity securities and at least 25% of its assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities.

BlackRock

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.59B

Net Assets

1973-11-08

Inception Date

Performance Overview: MCCPX

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Trailing returns as of 5/15/2025. Category is Allocation--50% to 70% Equity.

YTD Return

MCCPX
0.48%
Category
9.69%
 

1-Year Return

MCCPX
9.65%
Category
27.06%
 

3-Year Return

MCCPX
7.17%
Category
11.00%
 

5-Year Return

MCCPX
8.53%
Category
10.26%
 

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Holdings: MCCPX

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Sector Weightings

SectorMCCPX
Technology   25.49%
Healthcare   10.89%
Industrials   10.33%
Energy   4.34%
Utilities   1.70%
Real Estate   1.64%

Recent News: MCCPX

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Research Reports: MCCPX

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