Morningstar

BlackRock Sustainable Balanced Instl MACPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 27.47  /  0.00
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.20%
  • Turnover 127%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis MACPX

Will MACPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MACPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MACPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MACPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong allocation team steers this 60/40 fund with a tilt toward ESG-factors.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

BlackRock Sustainable Balanced benefits from a well-calibrated approach and adept asset-allocation expertise. Its use of a process rooted in research paired with solid quantitatively oriented underlying investments boosts our confidence.

by Megan Pacholok
Rated on Published on

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Portfolio Holdings MACPX

More MACPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Dec 24

3.37 55.8 Mil
Government

Apple Inc

2.92 48.2 Mil
Technology

AUD/USD Purchased

2.83 46.8 Mil
Derivative

Microsoft Corp

2.61 43.1 Mil
Technology

NVIDIA Corp

2.45 40.5 Mil
Technology

iShares Russell 1000 Value ETF

2.19 36.2 Mil
—

United States Treasury Notes

2.06 34.1 Mil
Government

EUR/USD Purchased

1.92 31.8 Mil
Derivative

USD CASH(Alpha Committed)

1.75 29.0 Mil
Cash and Equivalents

Amazon.com Inc

1.52 25.1 Mil
Consumer Cyclical

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