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BCCPX vs MUTHX

Both BCCPX and MUTHX are mutual funds. BCCPX has a lower 5-year return than MUTHX (5.26% vs 9.38%). BCCPX has a higher expense ratio than MUTHX (1.19% vs 0.78%). Below is the comparison between BCCPX and MUTHX.

BCCPX MUTHX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family BlackRock Franklin Templeton Investments
Net Assets $82.90M $4.98B
Expense Ratio 1.19% 0.78%
Management Style active active
Dividend Yield 0.56% 1.74%
Minimum Investment $1,000.00 N/A
YTD Return 2.29% 19.78%
1-Year Return 2.29% 8.67%
3-Year Return 6.82% 8.34%
5-Year Return 5.26% 9.38%
10-Year Return 5.31% 8.91%

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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MUTHX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary goal is income.

MUTHX performance & returns

YTD Return 19.78%
1-Month Return 2.33%
3-Month Return 8.67%
1-Year Return 8.67%
3-Year Return 8.34%
5-Year Return 9.38%
10-Year Return 8.91%
MUTHX expense ratio is 0.78%.

MUTHX holdings

Top 10 Holdings (26.25% of Total Assets)

Name Symbol % Assets
Charter Communications Inc A CHTR 3.35%
Medtronic PLC MDT 3.21%
Samsung Electronics Co Ltd 005930.KS 2.88%
Merck & Co Inc MRK 2.83%
Oracle Corp ORCL 2.46%
Cognizant Technology Solutions Corp A CTSH 2.41%
Williams Companies Inc WMB 2.31%
Novartis AG ADR NVS 2.28%
GlaxoSmithKline PLC GSK.L 2.28%
The Walt Disney Co DIS 2.24%

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