BlackRock Balanced Capital C
100 Bellevue Parkway Wilmington DE 08536 Plainsboro NJ 08536
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Phone: 800-441-7762
| Category: | Moderate Allocation | | Fund Family: | BlackRock | | Net Assets: | 77.04M | | Year-to-Date Return: | -9.76% | | Yield: | 1.99% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Oct-94 |
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Kurt Schansinger
Lead Manager since
02-Jan-96 | | | Schansinger has been managing director of and portfolio manager with BlackRock, Inc. since 2006, was a managing director of MLIM from 1997 to 2006 and was a portfolio manager with MLIM from 1996 to 2006. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks the highest total investment return. The 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. The 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. |
| Last Dividend
(17-Jul-08):
| 0.20 | | Last Cap Gain
(20-Dec-07):
| 1.97 | | Annual Holdings Turnover
| 22.00% | | Average for Category:
| 71.04% |
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| Expense | MCCPX | Category
Avg | | Total Expense Ratio: | 1.60%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$511 | $625 | | 5 Yr Expense Projection*: |
$881 | $954 | | 10 Yr Expense Projection*: |
$1,922 | $1,865 |
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0.79% Nasdaq 0.00%
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