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Nasdaq - Delayed Quote USD

BlackRock Balanced K (MKCPX)

26.33
+0.23
+(0.88%)
At close: 8:01:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.77%
5y Average Return 10.10%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 1, 2025) 21.98%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 21.98%
Worst 3Y Total Return 3.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MKCPX
Category
YTD
0.35%
9.69%
1-Month
-2.48%
0.91%
3-Month
0.35%
5.21%
1-Year
7.29%
27.06%
3-Year
5.89%
11.00%
5-Year
11.63%
10.26%
10-Year
8.24%
8.34%
Last Bull Market
12.51%
15.58%
Last Bear Market
-10.94%
-12.16%

Annual Total Return (%) History

Year
MKCPX
Category
2025
--
--
2024
12.80%
--
2023
16.95%
--
2022
-15.41%
--
2021
16.67%
--
2020
15.48%
11.72%
2019
21.98%
19.23%
2018
--
-5.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.35% -- -- --
2024 5.49% 2.95% 5.94% -1.96%
2023 6.27% 3.88% -3.54% 9.83%
2022 -5.70% -10.94% -6.11% 7.27%
2021 2.70% 6.38% 0.06% 6.73%
2020 -12.99% 15.52% 6.11% 8.28%
2019 10.38% 3.92% 0.88% 5.41%
2018 1.54% 4.59% -9.07% --

Rank in Category (By Total Return)

YTD 30
1-Month 43
3-Month 30
1-Year 15
3-Year 14
5-Year 18

Load Adjusted Returns

1-Year 7.29%
3-Year 5.89%
5-Year 11.63%
10-Year 8.24%

Performance & Risk

YTD Return 0.77%
5y Average Return 10.10%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family BlackRock
Net Assets 1.58B
YTD Return 0.35%
Yield 4.10%
Morningstar Rating
Inception Date Jan 26, 2018

Fund Summary

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.

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