About MKCPX
BlackRock Balanced Fund, Inc. Class K is a diversified mutual fund designed to achieve the highest total investment return consistent with prudent risk. Its portfolio strategy blends global equity securities with fixed-income investments—including government and corporate bonds, convertible securities, and short-term instruments—to offer a balance of growth and income potential. This fund incorporates both bottom-up security selection and top-down macroeconomic analysis, providing comprehensive exposure to key sectors such as information technology, consumer discretionary, and U.S. Treasuries. Noteworthy holdings include major technology firms like NVIDIA, Microsoft, and Apple, alongside government and agency bonds. Emphasizing long-term growth and sustainable outcomes, the fund utilizes environmental, social, and governance (ESG) criteria as part of its investment process. With a substantial asset base and a semi-annual dividend distribution, BlackRock Balanced Fund, Inc. Class K serves institutions and high-net-worth investors seeking diversification across major asset classes and a disciplined approach to balancing risk and return within the broader financial market.
Fund Family BlackRock
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MKCPX
Index MSCI AC World NR USD
MKCPX had a total return of 11.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.56%.
