C
BlackRock Balanced Fund Investor C Shares MCCPX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
Dividend Yield 2.58%
Dividend MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.87%
Asset Allocation MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 9.09%
Stock 49.55%
U.S. Stock 31.68%
Non-U.S. Stock 17.87%
Bond 40.63%
U.S. Bond 37.39%
Non-U.S. Bond 3.24%
Preferred 0.01%
Convertible 0.00%
Other Net 0.72%
Price History MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 1.48%
30-Day Total Return 3.01%
60-Day Total Return 8.30%
90-Day Total Return 6.12%
Year to Date Total Return 8.46%
1-Year Total Return 19.06%
2-Year Total Return 30.20%
3-Year Total Return 48.71%
5-Year Total Return 44.63%
Price MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
Nav $23.20
1-Month Low NAV $22.45
1-Month High NAV $23.20
52-Week Low NAV $20.92
52-Week Low NAV (Date) Mar 27, 2026
52-Week High NAV $23.20
52-Week High Price (Date) Jun 01, 2026
Beta / Standard Deviation MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.69
Standard Deviation 9.13
Balance Sheet MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 1.82B
Operating Ratios MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.56%
Turnover Ratio 101.00%
Performance MCCPX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 18.52%
Last Bear Market Total Return -11.22%