Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

BlackRock Balanced Investor A (MDCPX)

24.37
-1.01
(-3.98%)
At close: 7:25:44 PM EDT
Loading Chart for MDCPX
  • Previous Close 25.38
  • YTD Return 0.23%
  • Expense Ratio 0.79%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.58B
  • Beta (5Y Monthly) 1.01
  • Yield 3.81%
  • 5y Average Return --
  • Holdings Turnover 127.00%
  • Last Dividend 1.02
  • Inception Date Jan 3, 2003

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

1.58B

Net Assets

2003-01-03

Inception Date

Performance Overview: MDCPX

View More

Trailing returns as of 4/2/2025. Category is Allocation--50% to 70% Equity.

YTD Return

MDCPX
0.23%
Category
9.69%
 

1-Year Return

MDCPX
6.92%
Category
27.06%
 

3-Year Return

MDCPX
5.55%
Category
11.00%
 

5-Year Return

MDCPX
11.28%
Category
10.26%
 

People Also Watch

Holdings: MDCPX

View More

Sector Weightings

SectorMDCPX
Technology   26.51%
Healthcare   10.69%
Industrials   10.01%
Energy   4.32%
Real Estate   1.64%
Utilities   1.60%

Recent News: MDCPX

View More

Research Reports: MDCPX

View More

Top Mutual Funds