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Fund Intelligence | Best Managers | MDLOX Insights | MDLOX Score | MDLOX Performance | MDLOX Manager | MDLOX News | MDLOX Allocation | MDLOX Holdings Change

Mutual Fund Insights: BlackRock Global Allocation A Fund (MDLOX)

In-depth Analysis of BlackRock Global Allocation A Fund (MDLOX)

Mutual fund chart: BlackRock Global Allocation A Fund (MDLOX)

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1 year
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See BlackRock Global Allocation A Fund (MDLOX) performance details as of January 31, 2010

  

    Last Trade: $18.18 on 3/18/2010, Change: -0.05 (-0.27%)

  

Fund Manager - Dennis W. Stattman

Fund Manager Tenure: 21.1 years
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Dennis Stattman is head of the BlackRock Global Allocation team. His service with the firm dates back to 1989 when he joined MLIM (now Blackrock). He has been manager of BGF Global Allocation since its inception and was named senior portfolio manager in Sept 2002. Prior to that, he worked for Meridian Management Company and the World Bank. He earned a B.S. in Commerce from the University of Virginia and an M.B.A.with honors from the University of Chicago, and is a CFA Charterholder.  Get more insights on Dennis W. Stattman

  

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

Data for BlackRock Global Allocation A Fund (MDLOX) as of January 31, 2010

  • BlackRock Global Allocation A Fund (MDLOX) management has been with BlackRock Global Allocation A Fund for 21.1 years
  • BlackRock Global Allocation A Fund (MDLOX) has good mid-term performance (3-year return 3.04% vs -1.24% World Allocation category average)
  • BlackRock Global Allocation A Fund (MDLOX) has good Long-term performance (5-year return 7.33% vs 4.38% World Allocation category average)
  • BlackRock Global Allocation A Fund (MDLOX) ratio of up-years vs down years is greater than 2
  • BlackRock Global Allocation A Fund (MDLOX) has a Morningstar rating of 4 and above
  • BlackRock Global Allocation A Fund (MDLOX) has an annual stock turnover rate of 33.00% vs World Allocation average of 105.43%. It is good that BlackRock Global Allocation A management does not trade extensively for its return.
  • BlackRock Global Allocation A Fund (MDLOX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.51, lower than category average of 15.61
  • BlackRock Global Allocation A Fund (MDLOX) has a lower management fee than its World Allocation average: 1.22% vs 1.24%

  

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

Data for BlackRock Global Allocation A Fund (MDLOX) as of January 31, 2010

  • BlackRock Global Allocation A Fund (MDLOX) has a less-than-ideal short-term performance (1-year return 23.79% vs 27.59% World Allocation category average)
  • BlackRock Global Allocation A Fund (MDLOX) carries a 5.25% load
See BlackRock Global Allocation A Fund (MDLOX) performance details as of January 31, 2010

  

  

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BlackRock Global Allocation A Fund (MDLOX) Net Asset

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

DateNet Asset
01/2010$12.95B
11/2009$12.62B
10/2009$11.83B
More historic net asset information on BlackRock Global Allocation A Fund (MDLOX)

  

BlackRock Global Allocation A Fund (MDLOX) Portfolio Allocation

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

DateCashStockBondOther
10/20095.19%59.03%19.37%16.41%
07/20094.64%58.21%19.88%17.27%
04/20094.67%54.82%25.73%14.78%
Click here to see more historic asset allocation information on BlackRock Global Allocation A Fund (MDLOX)

  

Most Recent Top 10 Holdings in BlackRock Global Allocation A Fund (MDLOX)

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

31-Oct-09
SPDR Gold Shares [1.82%]
Dj Euro Stoxx 50 Dec 09 [1.48%]
US Treasury Note [1.3%]
United States Treas Nts 2.375% [1.27%]
Microsoft Corporation [1.19%]
US Treasury Note 2.5% [1.19%]
Petroleo Brasileiro S.A. ADR [1.12%]
Brazil Ntn-F 10 01/01/2017 [1.11%]
Germany(Fed Rep) 4% [0.95%]
US Treasury Note 2.375% [0.94%]

31-Jul-09
SPDR Gold Shares [1.79%]
US Treasury Note 2.375% [1.5%]
US Treasury Note [1.39%]
US Treasury Note 2.5% [1.27%]
S&P 500 (Fut) [1.24%]
Microsoft Corporation [1.14%]
Technology Select Sector SPDR [1.1%]
Brazil Ntn-F 10% [1.1%]
Petroleo Brasileiro S.A. [1.06%]
United Kingdom Of Great Britain And Nort [1.02%]

30-Apr-09
S&P 500 (Fut) [3.93%]
US Treasury Note [2.32%]
SPDR Gold Shares [2.03%]
US Treasury Note 2.5% [1.79%]
US Treasury Note 2.375% [1.78%]
Microsoft Corporation [1.19%]
Germany(Fed Rep) 4% [1.19%]
US Treasury Note 4.875% [1.15%]
United Kingdom Of Great Britain And Nort [1.11%]
Brazil Ntn-F 10% [1.09%]
Click here for Stock Holding Change Map in BlackRock Global Allocation A Fund (MDLOX)

  

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