About MACPX
BlackRock Balanced Fund, Inc. Institutional Shares is a multi-asset mutual fund designed to provide a blend of income and capital appreciation through a balanced allocation strategy. The fund strategically invests in a diversified mix of equity securities, fixed-income instruments, and derivatives, typically maintaining an allocation near a 60/40 split between equities and bonds. Its equity portfolio is concentrated in large, well-established companies, with significant holdings in technology leaders such as Apple, Microsoft, NVIDIA, and Amazon. The fixed-income portion includes U.S. Treasury and government-backed securities, providing stability and interest income. With over 1,300 holdings and a low expense ratio, this institutional share class targets institutional investors and offers broad exposure to both growth and value segments across sectors and industries. The fund’s long-term focus and actively managed asset allocation aim to deliver consistent total returns, managing risk by diversifying across asset classes. Established in 1973, it has built a track record as a core holding for investors seeking a moderate allocation fund that balances risk and return objectives in changing markets.
Fund Family BlackRock
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MACPX
Index MSCI AC World NR USD
MACPX had a total return of 18.58% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.12%.
