BlackRock Balanced Fund Institutional Shares
MACPX
NASDAQ
| Weiss Ratings | MACPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MACPX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Philip J. Green (18), Richard Mathieson (7), Raffaele Savi (7), 5 others | |||
| Website | http://www.blackrock.com | |||
| Fund Information | MACPX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock Balanced Fund Institutional Shares | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Nov 08, 1973 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MACPX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.89% | |||
| Dividend | MACPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.20% | |||
| Asset Allocation | MACPX-NASDAQ | Click to Compare |
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| Cash | 13.50% | |||
| Stock | 53.03% | |||
| U.S. Stock | 32.78% | |||
| Non-U.S. Stock | 20.25% | |||
| Bond | 33.19% | |||
| U.S. Bond | 29.81% | |||
| Non-U.S. Bond | 3.38% | |||
| Preferred | 0.00% | |||
| Convertible | 0.01% | |||
| Other Net | 0.27% | |||
| Price History | MACPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.34% | |||
| 30-Day Total Return | 3.00% | |||
| 60-Day Total Return | 6.14% | |||
| 90-Day Total Return | 3.00% | |||
| Year to Date Total Return | 4.63% | |||
| 1-Year Total Return | 10.03% | |||
| 2-Year Total Return | 27.40% | |||
| 3-Year Total Return | 31.34% | |||
| 5-Year Total Return | 56.46% | |||
| Price | MACPX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MACPX-NASDAQ | Click to Compare |
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| Nav | $27.11 | |||
| 1-Month Low NAV | $26.23 | |||
| 1-Month High NAV | $27.11 | |||
| 52-Week Low NAV | $24.06 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.98 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | MACPX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 12.28 | |||
| Balance Sheet | MACPX-NASDAQ | Click to Compare |
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| Total Assets | 1.64B | |||
| Operating Ratios | MACPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.54% | |||
| Turnover Ratio | 127.00% | |||
| Performance | MACPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.44% | |||
| Last Bear Market Total Return | -10.97% | |||