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BlackRock Global Allocation Fund;Investor A

NAS: MDLOX

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Overview Holdings Charts Historical Quotes
MDLOX
/zigman2/quotes/201354227/realtime

$

17.20

Change

+0.04 +0.23%

Aug 9, 2022

YTD return

-12.27%

5 yr avg return

4.75%

Total net assets

10.14B

52 week low

52 week high

$16.15

$23.37

Yield

0.91%

Fees & Expenses

Front load

5.25%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.06%

12 b-1

0.25%

Turnover

112.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.16

Dividend freq.

Semiannual

Capital gain (2021)

1.89

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.16

Beta

0.64

Standard deviation

3.71

R. squared

0.90

Min. Investment

Standard (taxable)

1000

IRA

1000

Mutual Fund Prospectuses

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/mdlox

MarketWatch News on MDLOX

  1. These Closed-End Funds Are on Sale for the Holidays

    3:41 p.m. Dec. 16, 2021

    - Barron's Online

  2. Chiron’s “Quantamental” Strategy Yields Big Gains

    1:56 a.m. Dec. 2, 2017

    - Barron's Online

  4. Brexit: Stocks Look Cheap If ‘Remain’ Vote Prevails

    4:09 p.m. June 23, 2016

    - Barron's Online

  5. A Top Advisor Focuses on Safety First

    2:45 a.m. July 4, 2014

    - Barron's Online

  6. How to Spread Your Bets Around the World

    2:46 p.m. March 11, 2013

    - Barron's Online

  7. Where to invest in China now

    12:01 a.m. Nov. 2, 2011

    - Robert Powell

  8. An Easy Way to Diversify

    2:44 p.m. Sept. 6, 2011

    - Barron's Online

  9. Mixing It Up in an Uncertain World

    11:15 a.m. May 31, 2011

    - Barron's Online

  10. Wanted: Agility, and Ability to Move Overseas

    4:31 p.m. Jan. 10, 2011

    - Barron's Online

  11. Is October correction inevitable?

    12:01 a.m. Oct. 1, 2009

    - Ethan Anderson

  12. Tale of Two Deals

    11:59 p.m. Oct. 8, 2007

    - Barron's Online

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 3 Tax Efficiency: 2 Expense: 3

YTD Lipper Ranking: Quintile 4 (64th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)		 % rank in category Quintile rank
YTD -12.27% -10.49% -12.40% 64% 4
1yr -12.66% -8.48% -5.30% 82% 5
3yr 6.37% 5.07% 14.00% 32% 2
5yr 4.75% 4.57% 12.80% 41% 3
10yr 5.57% 5.66% 13.6% 49% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$43,076

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Flexible Portfolio Funds

Fund family

BlackRock Funds A

Fund status

Open

Fund inception

October 21, 1994

Manager

Koesterich/Clayton/Rieder

Investment Policy

The Fund seeks high total investment return, consistent with prudent risk. The Fund invests in a portfolio of equity, debt and money market securities. Generally, the Funds portfolio will include both equity and debt securities. the Fund mainly seeks securities that Fund management believes are undervalued.

Top Holdings

/news/nonmarketwatch/company/us/mdlox

Other News on MDLOX

  4. Wall Street Breakfast: Response To The Pandemic

    8:15 a.m. Jan. 21, 2021

    - Seeking Alpha

  5. Blackrock gearing up funds to invest in bitcoin

    2:49 p.m. Jan. 20, 2021

    - Seeking Alpha

  6. How To Find Growth In The Market Today

    9:30 a.m. Nov. 17, 2020

    - Seeking Alpha

  9. How Will Tariffs Impact Investors?

    11:22 p.m. July 24, 2018

    - Seeking Alpha

  10. The Greenback Makes A Comeback

    1:00 a.m. June 22, 2018

    - Seeking Alpha

  11. Are Investors Ignoring Strong Earnings?

    10:13 p.m. May 18, 2018

    - Seeking Alpha

  13. 3 Great BlackRock Funds You Have to Own

    7:00 a.m. Oct. 27, 2017

    - InvestorPlace.com

  15. Analyzing Risk-Managed Funds With The R Project

    1:44 p.m. Sept. 23, 2016

    - Seeking Alpha

  16. BlackRock's biggest fund looks outside of U.S.

    12:37 p.m. Aug. 18, 2016

    - Seeking Alpha

  17. Being Right Vs. Being Effective: Investment Gifts

    7:46 a.m. July 26, 2016

    - Seeking Alpha

  20. Morningstar: 25 funds investors are pulling money from

    3:50 p.m. June 4, 2015

    - Seeking Alpha

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