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 (8), Raffaele Savi (8), 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 | 2.77% | |||
| Dividend | MACPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.10% | |||
| Asset Allocation | MACPX-NASDAQ | Click to Compare |
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| Cash | 8.33% | |||
| Stock | 53.40% | |||
| U.S. Stock | 32.69% | |||
| Non-U.S. Stock | 20.71% | |||
| Bond | 37.23% | |||
| U.S. Bond | 33.64% | |||
| Non-U.S. Bond | 3.59% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.04% | |||
| Price History | MACPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.07% | |||
| 30-Day Total Return | 2.29% | |||
| 60-Day Total Return | 5.02% | |||
| 90-Day Total Return | 6.35% | |||
| Year to Date Total Return | 9.80% | |||
| 1-Year Total Return | 10.81% | |||
| 2-Year Total Return | 34.11% | |||
| 3-Year Total Return | 38.15% | |||
| 5-Year Total Return | 53.96% | |||
| 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 | $27.23 | |||
| 1-Month Low NAV | $26.59 | |||
| 1-Month High NAV | $27.33 | |||
| 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 | 0.78 | |||
| Standard Deviation | 11.43 | |||
| Balance Sheet | MACPX-NASDAQ | Click to Compare |
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| Total Assets | 1.67B | |||
| Operating Ratios | MACPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.54% | |||
| Turnover Ratio | 101.00% | |||
| Performance | MACPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.44% | |||
| Last Bear Market Total Return | -10.97% | |||