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BlackRock Balanced Capital R (MRBPX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Balanced Capital R (MRBPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock Balanced Capital R Fund (MRBPX) ManagerFund Manager - Peter C. Stournaras

Fund Manager Information

Fund Manager Tenure: 9.3 years
Fund Family: BlackRock
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

Graph of BlackRock Balanced Capital R Fund (MRBPX) ProfileBlackRock Balanced Capital R Fund (MRBPX) Profile

Fund Profile and Description

BlackRock Balanced Capital R Fund seeks the highest total investment return. BlackRock Balanced Capital R Fund invests in equity securities and fixed-income securities (including debt securities and short term securities). It intends to invest at least 25% of assets in equity securities and at least 25% of assets in fixed-income senior securities, such as debt securities. BlackRock Balanced Capital R Fund purchases primarily U.S. securities, but can also buy foreign securities, including securities denominated in foreign currencies. It may invest in debt securities of any maturity.

 

BlackRock Balanced Capital R (MRBPX) Fund Strength What we like about BlackRock Balanced Capital R (MRBPX) Fund

Data for BlackRock Balanced Capital R Fund (MRBPX) as of May 30, 2016

  • BlackRock Balanced Capital R Fund (MRBPX) management has been with BlackRock Balanced Capital R Fund for 9.3 years
  • BlackRock Balanced Capital R Fund (MRBPX) has good short-term performance (1-year return -0.79% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • BlackRock Balanced Capital R Fund (MRBPX) has good mid-term performance (3-year return 6.82% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • BlackRock Balanced Capital R Fund (MRBPX) has good Long-term performance (5-year return 6.76% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • BlackRock Balanced Capital R Fund (MRBPX) ratio of up-years vs down years is greater than 2
  • BlackRock Balanced Capital R Fund (MRBPX) has a Morningstar rating of 4 and above
  • Asset base in BlackRock Balanced Capital R Fund (MRBPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

BlackRock Balanced Capital R Fund (MRBPX) Weakness What we are cautious about BlackRock Balanced Capital R (MRBPX) Fund

Data for BlackRock Balanced Capital R Fund (MRBPX) as of May 30, 2016

  • BlackRock Balanced Capital R Fund (MRBPX) has an annual stock turnover rate of 94.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean BlackRock Balanced Capital R is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Balanced Capital R Fund (MRBPX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.95 that is higher than category average of 7.71
  • BlackRock Balanced Capital R Fund (MRBPX) has a higher expense ratio of 1.21% than its Allocation--50% to 70% Equity average of 0.85%
  • Even though BlackRock Balanced Capital R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See BlackRock Balanced Capital R Fund (MRBPX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Balanced Capital R Fund (MRBPX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Balanced Capital R1.07-0.796.826.76
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare BlackRock Balanced Capital R Fund (MRBPX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of BlackRock Balanced Capital R Fund (MRBPX) Net Asset TrackingBlackRock Balanced Capital R (MRBPX) Fund Net Asset

Track net asset change of BlackRock Balanced Capital R fund (MRBPX)

DateNet Asset
05/2016$953.71M
03/2016$953.02M
02/2016$910.84M
More historic net asset information on BlackRock Balanced Capital R Fund (MRBPX)

  

Graph of BlackRock Balanced Capital R Fund (MRBPX) Portfolio TrackingBlackRock Balanced Capital R (MRBPX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Balanced Capital R fund (MRBPX)

DateCashStockBondOther
04/20168.36%55.18%35.96%0.03%
03/20168.15%55.45%35.91%0.03%
01/20166.89%54.54%38.13%0.01%
Click here to see more historic asset allocation information on BlackRock Balanced Capital R Fund (MRBPX)

 

graph of BlackRock Balanced Capital R Fund (MRBPX) Top 10 Position TrackingTop 10 Holdings in BlackRock Balanced Capital R (MRBPX) Fund

Discover what BlackRock Balanced Capital R Fund (MRBPX) manager is buying

Apr 29, 2016
BlackRock Large Cap Core [61.66%]
BlackRock Total Return [36.25%]

Mar 30, 2016
BlackRock Large Cap Core [61.93%]
BlackRock Total Return [35.94%]

Jan 30, 2016
BlackRock Large Cap Core [60.06%]
BlackRock Total Return [37.89%]
Click here for Stock Holding Change Map in BlackRock Balanced Capital R Fund (MRBPX)

  

Latest News on BlackRock Balanced Capital R (MRBPX) Fund

See what is happening with BlackRock Balanced Capital R Fund (MRBPX)

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BlackRock Balanced Capital R Fund (MRBPX) Related ResourcesSee more information on BlackRock Balanced Capital R (MRBPX) Fund

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