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BlackRock Sustainable Balanced Inv A (MDCPX)
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25.11 - YTD Return 5.44%
- Expense Ratio 0.80%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 1.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 1.6B
- Beta (5Y Monthly) 1.04
- Yield 2.50%
- 5y Average Return --
- Holdings Turnover 152.00%
- Last Dividend 0.65
- Inception Date Oct 21, 1994
The fund invests in a combination of equity securities, fixed-income securities and derivatives. The proportion the fund invests in each category at any given time depends on fund management’s view of how attractive that category appears relative to the others. The advisor intends to invest at least 25% of its assets in equity securities and at least 25% of its assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities.
BlackRock
Fund Family
Allocation--50% to 70% Equity
Fund Category
1.6B
Net Assets
1994-10-21
Inception Date
Performance Overview: MDCPX
Trailing returns as of 4/17/2024. Category is Allocation--50% to 70% Equity.
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Holdings: MDCPX
Top 5 Holdings (12.08% of Total Assets)
Sector Weightings
SectorMDCPX
Technology 25.93%
Financial Services 15.47%
Healthcare 12.03%
Consumer Cyclical 10.71%
Industrials 10.33%
Consumer Defensive 7.61%
Communication Services 6.83%
Energy 5.05%
Basic Materials 2.51%
Utilities 2.05%
Real Estate 1.46%
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