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BCCPX vs FTANX

Both BCCPX and FTANX are mutual funds. BCCPX has a lower 5-year return than FTANX (5.26% vs 7.2%). BCCPX has a higher expense ratio than FTANX (1.19% vs 0.52%). Below is the comparison between BCCPX and FTANX.

BCCPX FTANX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family BlackRock Fidelity Investments
Net Assets $82.90M $2.47B
Expense Ratio 1.19% 0.52%
Management Style active active
Dividend Yield 0.56% 1.18%
Minimum Investment $1,000.00 $2,500.00
YTD Return 2.29% 3.62%
1-Year Return 2.29% 2.96%
3-Year Return 6.82% 8.01%
5-Year Return 5.26% 7.20%
10-Year Return 5.31% 5.97%

BCCPX description

The Fund seeks a balance between long-term capital appreciation and high current income, with a greater emphasis on income. The Fund, which is a fund-of-funds, normally invests 40% of its assets in underlying funds that invest primarily in equity securities and 60% in funds that invest in fixed income securities.

BCCPX performance & returns

YTD Return 2.29%
1-Month Return 1.54%
3-Month Return 2.29%
1-Year Return 2.29%
3-Year Return 6.82%
5-Year Return 5.26%
10-Year Return 5.31%
BCCPX expense ratio is 1.19%.

BCCPX holdings

Top 10 Holdings (92.38% of Total Assets)

Name Symbol % Assets
BlackRock Total Return Fund - CT N/A 25.13%
BlackRock Strategic Income Opps K BSIKX 25.04%
iShares US Treasury Bond ETF GOVT 11.15%
iShares Core US Aggregate Bond ETF AGG 5.99%
iShares 20+ Year Treasury Bond ETF TLT 5.96%
iShares 1-3 Year Treasury Bond ETF SHY 5.01%
iShares Core S&P Total US Stock Mkt ETF ITOT 4.77%
iShares ESG Aware MSCI USA ETF ESGU 3.78%
iShares MSCI USA Value Factor ETF VLUE 2.80%
iShares MSCI EAFE Growth ETF EFG 2.75%

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FTANX description

The Fund seeks a high level of current income by allocating its assets among stocks, bonds, short-term instruments and other investments by maintaining a neutral mix over time of 30% of assets in stocks, 50% of assets in bonds, and 20% of assets in short-term and money market instruments.

FTANX performance & returns

YTD Return 3.62%
1-Month Return 1.79%
3-Month Return 2.96%
1-Year Return 2.96%
3-Year Return 8.01%
5-Year Return 7.20%
10-Year Return 5.97%
FTANX expense ratio is 0.52%.

FTANX holdings

Top 10 Holdings (17.53% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 5.34%
United States Treasury Bonds 3% N/A 2.27%
Umbs 3.5% 30 Year N/A 2.15%
Fidelity Cent Invt Portfolios Ii N/A 1.46%
United States Treasury Notes 2.62% N/A 1.42%
Microsoft Corp MSFT 1.33%
iShares MSCI Japan ETF EWJ 1.32%
Apple Inc AAPL 1.23%
United States Treasury Notes 0.12% N/A 1.01%

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