BlackRock Balanced Fund Investor C Shares
MCCPX
NASDAQ
| Weiss Ratings | MCCPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MCCPX-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 | MCCPX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock Balanced Fund Investor C Shares | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Oct 21, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MCCPX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.79% | |||
| Dividend | MCCPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.87% | |||
| Asset Allocation | MCCPX-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 | MCCPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.56% | |||
| 30-Day Total Return | -2.01% | |||
| 60-Day Total Return | -2.23% | |||
| 90-Day Total Return | -0.27% | |||
| Year to Date Total Return | 0.14% | |||
| 1-Year Total Return | 16.51% | |||
| 2-Year Total Return | 21.80% | |||
| 3-Year Total Return | 38.83% | |||
| 5-Year Total Return | 38.18% | |||
| Price | MCCPX-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 | MCCPX-NASDAQ | Click to Compare |
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| Nav | $21.42 | |||
| 1-Month Low NAV | $20.92 | |||
| 1-Month High NAV | $21.96 | |||
| 52-Week Low NAV | $19.16 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.46 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MCCPX-NASDAQ | Click to Compare |
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| Beta | 0.73 | |||
| Standard Deviation | 8.76 | |||
| Balance Sheet | MCCPX-NASDAQ | Click to Compare |
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| Total Assets | 1.68B | |||
| Operating Ratios | MCCPX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.56% | |||
| Turnover Ratio | 101.00% | |||
| Performance | MCCPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.76% | |||
| Last Bear Market Total Return | -11.22% | |||