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BlackRock Global Allocation Inv A (MDLOX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Global Allocation Inv A (MDLOX) Fund

    Last Trade: $19.81 on 8/21/2017, Change: +0.01 (0.05%)

 

Graph of BlackRock Global Allocation Inv A Fund (MDLOX) ManagerFund Manager - Dennis Stattman

Fund Manager Information

Fund Manager Tenure: 28.6 years
Fund Family: BlackRock
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of BlackRock Global Allocation Inv A Fund (MDLOX) ProfileBlackRock Global Allocation Inv A Fund (MDLOX) Profile

Fund Profile and Description

BlackRock Global Allocation Inv A Fund seeks to provide high total investment return. BlackRock Global Allocation Inv A Fund invests in domestic and foreign equities, debt securities, and money market instruments, the combination of which can be varied based on market and economic conditions. It may invest up to 35% of total assets in below investment grade debt securities (junk bonds). BlackRock Global Allocation Inv A Fund may also invest in Real Estate Investment Trusts (REITs).

 

BlackRock Global Allocation Inv A (MDLOX) Fund Strength What we like about BlackRock Global Allocation Inv A (MDLOX) Fund

Data for BlackRock Global Allocation Inv A Fund (MDLOX) as of May 30, 2016

  • BlackRock Global Allocation Inv A Fund (MDLOX) management has been with BlackRock Global Allocation Inv A Fund for 28.6 years
  • BlackRock Global Allocation Inv A Fund (MDLOX) ratio of up-years vs down years is greater than 2
  • BlackRock Global Allocation Inv A Fund (MDLOX) has an annual stock turnover rate of 84.00% vs World Allocation average of 877.79%. It is good that BlackRock Global Allocation Inv A management does not trade extensively for its return.
  • BlackRock Global Allocation Inv A Fund (MDLOX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.22, lower than category average of 8.6
  • BlackRock Global Allocation Inv A Fund (MDLOX) has a lower expense ratio than its World Allocation average: 1.05% vs 1.07%

BlackRock Global Allocation Inv A Fund (MDLOX) Weakness What we are cautious about BlackRock Global Allocation Inv A (MDLOX) Fund

Data for BlackRock Global Allocation Inv A Fund (MDLOX) as of May 30, 2016

  • BlackRock Global Allocation Inv A Fund (MDLOX) has a less-than-ideal short-term performance (1-year return -5.58% vs -4.40% World Allocation category median performance)
  • BlackRock Global Allocation Inv A Fund (MDLOX) has a less-than-ideal mid-term performance (3-year return 2.77% vs 2.81% World Allocation category median performance)
  • BlackRock Global Allocation Inv A Fund (MDLOX) has a less-than-ideal Long-term performance (5-year return 3.09% vs 3.40% World Allocation category median performance)
  • BlackRock Global Allocation Inv A Fund (MDLOX) has a Morningstar rating of 3 and below
  • BlackRock Global Allocation Inv A Fund (MDLOX) carries a 5.25% load
See BlackRock Global Allocation Inv A Fund (MDLOX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Global Allocation Inv A Fund (MDLOX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Global Allocation Inv A0.06-5.582.773.09
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare

See top fund managers for World Allocation Category Funds

 

Compare BlackRock Global Allocation Inv A Fund (MDLOX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of BlackRock Global Allocation Inv A Fund (MDLOX) Net Asset TrackingBlackRock Global Allocation Inv A (MDLOX) Fund Net Asset

Track net asset change of BlackRock Global Allocation Inv A fund (MDLOX)

DateNet Asset
05/2016$46.47B
03/2016$47.29B
02/2016$45.70B
More historic net asset information on BlackRock Global Allocation Inv A Fund (MDLOX)

  

Graph of BlackRock Global Allocation Inv A Fund (MDLOX) Portfolio TrackingBlackRock Global Allocation Inv A (MDLOX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Global Allocation Inv A fund (MDLOX)

DateCashStockBondOther
01/201619.26%55.71%21.64%1.59%
10/201518.1%52.58%18.37%9.11%
07/201521.14%53.61%16.47%6.54%
Click here to see more historic asset allocation information on BlackRock Global Allocation Inv A Fund (MDLOX)

 

graph of BlackRock Global Allocation Inv A Fund (MDLOX) Top 10 Position TrackingTop 10 Holdings in BlackRock Global Allocation Inv A (MDLOX) Fund

Discover what BlackRock Global Allocation Inv A Fund (MDLOX) manager is buying

Jan 30, 2016
US Treasury Note 2% [2.3%]
Uk Conv Gilt 2 09/07/2025 [1.18%]
Apple Inc. [1.08%]
US Treasury Note 2.125% [0.89%]
Alphabet Inc. [0.88%]
Mexico(Utd Mex St) 6.5% [0.72%]
US Treasury Note [0.66%]
US Treasury Note 1.75% [0.65%]
Uber Technologies, Inc [0.62%]
US Treasury Note 1.875% [0.62%]

Oct 30, 2015
US Treasury Note 2% [2.68%]
Uk Conv Gilt 2 09/07/2025 [1.18%]
US Treasury Note 2.125% [0.82%]
Alphabet Inc. [0.74%]
Marathon Petroleum Corporation [0.7%]
Mexico(Utd Mex St) 6.5% [0.6%]
Apple Inc. [0.57%]
US Treasury Note 1.75% [0.56%]
US Treasury Note 1.875% [0.53%]
Wells Fargo & Company Common St [0.53%]

Jul 30, 2015
Uk Conv Gilt Regs 2.25 09/07/2023 [1.22%]
US Treasury Note 2.25% [1.17%]
US Treasury Note 0.01% [1.11%]
Mexico (United Mexican States) 10 12/05/2024 [0.81%]
US Treasury Note 2.125% [0.8%]
Google [0.69%]
Procter & Gamble Company (The) [0.63%]
JP Morgan Chase & Co. Common St [0.63%]
Bank of America Corporation Com [0.56%]
Anadarko Petroleum Corporation [0.56%]
Click here for Stock Holding Change Map in BlackRock Global Allocation Inv A Fund (MDLOX)

  

Latest News on BlackRock Global Allocation Inv A (MDLOX) Fund

See what is happening with BlackRock Global Allocation Inv A Fund (MDLOX)

 

BlackRock Global Allocation Inv A Fund (MDLOX) Related ResourcesSee more information on BlackRock Global Allocation Inv A (MDLOX) Fund

Popular pages on BlackRock Global Allocation Inv A (MDLOX) Fund

  

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