BlackRock Global Allocation Fund

Shareclass

BlackRock Global Allocation Inv A (MDLOX)

Type

Open-end mutual fund

Manager

BlackRock/iShares

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

92.1

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 57 out of 710 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Allianz SE
0.03% of assets
$4.54M invested
2. Sanofi SA
0.29% of assets
$48.55M invested
3. Standard Chartered PLC
0.03% of assets
$5.05M invested
4. National Grid PLC
0.36% of assets
$61.07M invested
5. L'Oreal SA
0.01% of assets
$1.91M invested
6. Procter & Gamble Co
0.14% of assets
$22.8M invested
7. BHP Group Ltd
0.09% of assets
$15.48M invested
8. Sainsbury (J) PLC
0.04% of assets
$6.14M invested
9. Pearson PLC
0.02% of assets
$2.7M invested
10. Xero Ltd
0.01% of assets
$1.83M 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. Opendoor Technologies Inc Ordinary Shares - Class A
<0.01% of assets
$1.3M invested
2. Shopify Inc Registered Shs -A- Subord Vtg
<0.01% of assets
$962,578 invested
3. Rollins Inc
0.03% of assets
$4.48M invested
4. CSPC Pharmaceutical Group Ltd
<0.01% of assets
$843,152 invested
5. Keyence Corp
0.41% of assets
$68.72M invested
6. Nucor Corp
0.02% of assets
$3.03M invested
7. Canadian Natural Resources Ltd
0.05% of assets
$8.26M invested
8. CTS Eventim AG & Co. KGaA
0.01% of assets
$1.95M invested
9. Berkshire Hathaway Inc Class B
0.09% of assets
$14.64M invested
10. Entegris Inc
0.02% of assets
$4.14M invested

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Financial performance

Performance data provided by

Find more financial data on MDLOX at Morningstar.com

Gender Equality and Returns

Returns chart for BlackRock Global Allocation Fund

Enlarge

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.

Benchmarking tool

Current fund

MDLOX

BlackRock Global Allocation Fund

Family

BlackRock/iShares

Category

Global Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.83% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MDLOX

BlackRock Global Allocation Fund

Family

BlackRock/iShares

Category

Global Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.83% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MDLOX

BlackRock Global Allocation Fund

Family

BlackRock/iShares

Category

Global Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.83% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 12/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MDLOX - BlackRock Global Allocation Fund

0.93%

5.74%

5.23%

56 / 100 points

Benchmark

25%

8.91%

14%

13%

55 / 100 points

Fund compared to benchmark

-15.97%

-7.98%

-8.75%

-7.83%

1 / 100 points higher

Find more financial data on MDLOX at Morningstar.com

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