BlackRock Global Allocation Fund

Shareclass
BlackRock Global Allocation Inv A (MDLOX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
88.1
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 81 out of 675 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. Aena SME SA
    <0.01% of assets
    $848,426 invested
  • 2. L'Oreal SA
    0.06% of assets
    $10.38M invested
  • 3. Medibank Private Ltd
    0.02% of assets
    $2.89M invested
  • 4. Allianz SE
    0.03% of assets
    $4.51M invested
  • 5. AstraZeneca PLC
    0.32% of assets
    $54.73M invested
  • 6. AstraZeneca PLC ADR
    0.13% of assets
    $23.25M invested
  • 7. Sanofi SA
    0.14% of assets
    $23.53M invested
  • 8. Citigroup Inc
    0.06% of assets
    $9.86M invested
  • 9. Woolworths Group Ltd
    0.04% of assets
    $7.75M invested
  • 10. Novartis AG Registered Shares
    0.14% of assets
    $24.93M invested
Bottom scoring holdings
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. Southern Copper Corp
    <0.01% of assets
    $905,455 invested
  • 2. Lions Gate Entertainment Corp Class A
    0.02% of assets
    $3.08M invested
  • 3. Opendoor Technologies Inc Ordinary Shares - Class A
    0.01% of assets
    $2.24M invested
  • 4. Keyence Corp
    0.41% of assets
    $71.4M invested
  • 5. Lennar Corp Class A
    0.1% of assets
    $16.5M invested
  • 6. Rollins Inc
    0.07% of assets
    $12.22M invested
  • 7. O'Reilly Automotive Inc
    <0.01% of assets
    $265,243 invested
  • 8. Suzuken Co Ltd
    <0.01% of assets
    $453,694 invested
  • 9. PACCAR Inc
    0.04% of assets
    $6.76M invested
  • 10. Canadian Natural Resources Ltd
    0.02% of assets
    $3.19M invested
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Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.85% less  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.85% less  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.85% less  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
MDLOX - BlackRock Global Allocation Fund
6.65%
0.21%
6.2%
4.72%
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
55  / 100 points
Fund compared to benchmark
 
-14.14%
-10.75%
-8.06%
-7.85%
1  / 100 points lower
Find more financial data on MDLOX at Morningstar.com
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