Morningstar

BlackRock Sustainable Balanced Inv A MDCPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 27.27  /  −0.33 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.05%
  • Turnover 127%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:43 AM GMT+0

Morningstar’s Analysis MDCPX

Will MDCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MDCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MDCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong allocation team steers this 60/40 fund with a tilt toward ESG-factors.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

BlackRock Sustainable Balanced benefits from a well-calibrated approach and adept asset-allocation expertise. Its use of a process rooted in research paired with solid quantitatively oriented underlying investments boosts our confidence.

by Megan Pacholok
Rated on Published on

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Portfolio Holdings MDCPX

More MDCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Sep 24

8.12 132.4 Mil
Government

Apple Inc

3.06 49.8 Mil
Technology

Microsoft Corp

2.77 45.2 Mil
Technology

AUD/USD Purchased

2.77 45.1 Mil
Derivative

NVIDIA Corp

2.57 41.9 Mil
Technology

iShares Russell 1000 Value ETF

2.16 35.3 Mil
—

United States Treasury Notes

2.08 33.9 Mil
Government

EUR/USD Purchased

1.91 31.2 Mil
Derivative

Amazon.com Inc

1.84 29.9 Mil
Consumer Cyclical

BlackRock Liquidity T-Fund Instl

1.61 26.2 Mil
Cash and Equivalents

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