Multi Asset


Balanced Capital Fund





  • Returns

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. The performance information for periods prior to the inception date of the share class is based on the Fund’s Institutional Shares, adjusted to reflect the fees and expenses applicable to such share class. See the fund prospectus for more details.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Key Facts

Key Facts

Size of Class (Millions) as of Jun 19, 2019 $569.1 M
Size of Fund (Millions) as of Jun 19, 2019 $1,200.0 M
Share Class launch date Oct 21, 1994
Asset Class MultiAsset
Morningstar Category Allocation--50% to 70% Equity
Lipper Classification Mixed-Asset Target Allocation Growth
Benchmark Index 60% Russell 1000 Index, 40% BBG Barc Aggregate Index
CUSIP 09251C100
Number of Holdings as of May 31, 2019 3
Max Offer Price as of Jun 19, 2019 $24.43
Open to New Investors Yes
Turnover Percent as of May 31, 2019 140%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of May 31, 2019 $ 61,901.0 M
R-Squared (3y) as of May 31, 2019 95.57
Beta (3y) as of May 31, 2019 1.07
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 10.32%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -9.15%
Fund Standard Deviation (3y) as of May 31, 2019 7.64
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.



Morningstar Rating

Overall Morningstar Rating for Balanced Capital Fund, Class A, as of May 31, 2019 rated against 688 Allocation--50% to 70% Equity Funds.

Lipper Leader

Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of May 31, 2019 out of 452, 4,723, 453, 134 and 453 Funds, respectively in Lipper's Mixed-Asset Target Allocation Growth classification.

Top Holdings

Portfolio Managers

Portfolio Managers

Philip Green
Managing Director, Head of Global Tactical Asset Allocation


Travis Cooke
BlackRock Systematic Active Equity Investment Team


Richard Mathieson
BlackRock Systematic Active Equity Investment Team


Bob Miller
Head of U.S. Multi-Sector Fixed Income


Rick Rieder
Chief Investment Officer and Co-Head of Global Fixed Income


David Rogal
Managing Director



Raffaele Savi
BlackRock Systematic Active Equity Investment Team


Portfolio Manager




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