About MCCPX
BlackRock Balanced Fund, Inc. Investor C Shares is a moderate allocation mutual fund designed to achieve a high total investment return by blending growth and income strategies. The fund invests in a diversified mix of global equity securities, including prominent technology companies such as NVIDIA, Microsoft, and Apple, alongside core fixed-income holdings like U.S. Treasury notes, GNMA securities, and agency mortgage-backed bonds. By strategically allocating assets between stocks, bonds, and derivatives, the fund delivers both capital appreciation and income, targeting volatility levels similar to portfolios with 50% to 70% equity exposure. Its investment approach combines detailed bottom-up security selection with top-down macroeconomic analysis, enabling balanced exposure to major sectors including information technology and government-backed debt. Managed by multiple portfolio managers, this fund does not integrate ESG or impact investment mandates, focusing instead on long-term growth and stable returns for investors seeking a mix of equity and fixed-income exposure in their portfolio.
Fund Family BlackRock
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MCCPX
Index MSCI AC World NR USD
MCCPX had a total return of 10.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.75%.
