BlackRock Sustainable Balanced Fund (MKCPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:05AM EDT
BlackRock Sustainable Balanced Fund
Wilmington, DE 08536
100 Bellevue Parkway
Blackrock Balanced Capital Fund, Inc.
Management information
,Lead manager since 11 June 2017
"Raffaele Savi is Global Head of BlackRock Systematic (BSYS) and Co-CIO and Co-Head of Systematic Active Equity (SAE). He is a member of BlackRock's Global Executive Committee and its Investment Sub Committee.
As head of BSYS, Mr. Savi leads the firm's quantitative investing teams, including fixed income, equity and factor strategies.
In 2006, Mr. Savi joined Barclay's Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Savi was global head of portfolio management for active equities and also served as its head of investments for European active equities.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyBlackRock
Net assets1.6B
YTD return5.49%
Yield2.93%
Morningstar rating★★★★
Inception date20 Oct 1994
Fund operations
Last dividend0.77
Last cap gain1.00
Holdings turnover152.00%
Average for categoryN/A
Fees and expenses
ExpenseMKCPXCategory average
Annual report expense ratio (net)0.80%0.84%
Prospectus net expense ratio0.80%N/A
Prospectus gross expense ratio0.81%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
© 2024 Yahoo. All rights reserved.