BlackRock Global Allocation Fund
Shareclass
BlackRock Global Allocation Inv A (MDLOX)
Type
Open-end mutual fund
Manager
Gender equality score
null
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
/40
Equal compensation and work life balance
/30
Policies promoting gender equality
/20
Commitment, transparency, and accountability
/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BlackRock Global Allocation Fund MDLOX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Transurban Group0.02% of assets$2.64M invested
- 2. Sanofi SA0.29% of assets$46.63M invested
- 3. National Grid PLC0.52% of assets$83.56M invested
- 4. Procter & Gamble Co0.06% of assets$10.03M invested
- 5. Sodexo0.03% of assets$4.22M invested
- 6. Woolworths Group Ltd0.05% of assets$7.85M invested
- 7. BHP Group Ltd0.08% of assets$12.82M invested
- 8. Sainsbury (J) PLC0.04% of assets$5.84M invested
- 9. Lloyds Banking Group PLC0.02% of assets$3.57M invested
- 10. Marriott International Inc Class A0.02% of assets$3.22M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Core Scientific Inc<0.01% of assets$320,645 invested
- 2. Viper Energy Inc Ordinary Shares - Class A0.03% of assets$5.17M invested
- 3. Constellation Software Inc0.03% of assets$4.68M invested
- 4. Shopify Inc Registered Shs -A- Subord Vtg0.1% of assets$16.22M invested
- 5. Coupang Inc Ordinary Shares - Class A<0.01% of assets$492,368 invested
- 6. Keyence Corp0.03% of assets$4.14M invested
- 7. Vertiv Holdings Co Class A0.03% of assets$4.98M invested
- 8. Nucor Corp0.02% of assets$3.51M invested
- 9. Canadian Natural Resources Ltd0.05% of assets$8.04M invested
- 10. Garmin Ltd0.02% of assets$3.28M invested
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Financial performance
Performance data provided by
Find more financial data on MDLOX at Morningstar.com
Find more financial data on MDLOX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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