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 (19), 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 | 2.85% | |||
| Dividend | MACPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.87% | |||
| Asset Allocation | MACPX-NASDAQ | Click to Compare |
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| Cash | 9.69% | |||
| Stock | 49.82% | |||
| U.S. Stock | 31.15% | |||
| Non-U.S. Stock | 18.67% | |||
| Bond | 40.34% | |||
| U.S. Bond | 36.87% | |||
| Non-U.S. Bond | 3.47% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.15% | |||
| Price History | MACPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.36% | |||
| 30-Day Total Return | -3.15% | |||
| 60-Day Total Return | -1.91% | |||
| 90-Day Total Return | 0.58% | |||
| Year to Date Total Return | 0.58% | |||
| 1-Year Total Return | 15.26% | |||
| 2-Year Total Return | 24.97% | |||
| 3-Year Total Return | 44.16% | |||
| 5-Year Total Return | 45.65% | |||
| 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 | $27.59 | |||
| 1-Month Low NAV | $26.89 | |||
| 1-Month High NAV | $28.49 | |||
| 52-Week Low NAV | $24.06 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.66 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | MACPX-NASDAQ | Click to Compare |
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| Beta | 0.76 | |||
| Standard Deviation | 8.24 | |||
| Balance Sheet | MACPX-NASDAQ | Click to Compare |
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| Total Assets | 1.77B | |||
| 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% | |||