MCCPX - BlackRock Sustainable Balanced Fund Investor C Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

BlackRock Sustainable Balanced Fund Investor C Shares

Wilmington, DE 08536

100 Bellevue Parkway

Blackrock Balanced Capital Fund, Inc.

Management Information
,Lead Manager since June 11, 2017
Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. He is a member of the Global Operating and Human Capital Committees. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the US Equity team within the Scientific Active Equity group. Mr. Savi's service with the firm dates back to 2006, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyBlackRock
Net Assets1.5B
YTD Return7.32%
Yield0.22%
Morningstar Rating★★★★
Inception DateNov 7, 1973

Fund Operations

Last Dividend0.04
Last Cap Gain7.00
Holdings Turnover296.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMCCPXCategory Average
Annual Report Expense Ratio (net)0.52%0.84%
Prospectus Net Expense Ratio0.52%N/A
Prospectus Gross Expense Ratio0.53%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A