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BCCPX vs TRRLX

Both BCCPX and TRRLX are mutual funds. BCCPX has a lower 5-year return than TRRLX (5.26% vs 14.95%). BCCPX has a higher expense ratio than TRRLX (1.19% vs 0.11%). Below is the comparison between BCCPX and TRRLX.

BCCPX TRRLX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family BlackRock T. Rowe Price
Net Assets $82.90M $1.17B
Expense Ratio 1.19% 0.11%
Management Style active active
Dividend Yield 0.56% 0.67%
Minimum Investment $1,000.00 $2,500.00
YTD Return 2.29% 12.80%
1-Year Return 2.29% 5.81%
3-Year Return 6.82% 14.32%
5-Year Return 5.26% 14.95%
10-Year Return 5.31% N/A

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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TRRLX description

The Fund seeks the highest total return over time consistent with an emphasis on both capital growth and income. The Fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. Allocation changes over time in relation to its target retirement date.

TRRLX performance & returns

YTD Return 12.80%
1-Month Return 2.86%
3-Month Return 5.81%
1-Year Return 5.81%
3-Year Return 14.32%
5-Year Return 14.95%
10-Year Return N/A
TRRLX expense ratio is 0.11%.

TRRLX holdings

Top 10 Holdings (83.67% of Total Assets)

Name Symbol % Assets
T. Rowe Price Growth Stock Z TRJZX 20.23%
T. Rowe Price Value Z TRZAX 19.07%
T. Rowe Price Equity Index 500 Z TRHZX 8.09%
T. Rowe Price International Stock Z TRNZX 7.33%
T. Rowe Price Overseas Stock Z TRZSX 7.12%
T. Rowe Price International Value Eq Z TROZX 7.02%
T. Rowe Price Emerging Markets Stock Z TRGZX 4.52%
T. Rowe Price Mid-Cap Growth Z TRQZX 4.04%
T. Rowe Price Mid-Cap Value Z TRTZX 3.51%
T. Rowe Price New Income Z TRVZX 2.74%

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