BlackRock Global Allocation Fund
Fund offered by:
BlackRock/iShares
Ticker: MDLOX
Fossil fuel grade: Fossil fuel exposure of 6% places the fund in the C grade range of between 4% and 7% exposure.Fossil fuel exposure of 6% places the fund in the C grade range of between 4% and 7% exposure.How we track fossil fuel investments
C
$1.61 BILLION
in fossil fuel investments
Fossil free badges
0 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
64
fossil fuel stocks found
6%
of assets flagged
Data as of 7/31/19
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1.54%
of assets
30
holdings
$413.14M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
0.16%
of assets
11
holdings
$42.3M
invested
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
4.19%
of assets
39
holdings
$1.12B
invested
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
0.47%
of assets
8
holdings
$126.98M
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
1.75%
of assets
19
holdings
$469.56M
invested
All fossil fuel companies
64 holdings
64 holdings
  • 1. Williams Companies Inc
    Oil/gas industry
    0.67% of assets
    $180.75M invested
  • 2. ONEOK Inc
    Oil/gas industry
    0.63% of assets
    $168.71M invested
  • 3. Royal Dutch Shell PLC Class A
    Carbon Underground 200Oil/gas industry
    0.62% of assets
    $165.51M invested
  • 4. NextEra Energy Inc
    Fossil-fired utility
    0.56% of assets
    $149.18M invested
  • 5. TC Energy Corp
    Oil/gas industry
    0.44% of assets
    $116.71M invested
See all
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BlackRock Global Allocation Fund $MDLOX is 6% invested in fossil fuel stocks, with $1.61 BILLION invested across 64 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on MDLOX at Morningstar.com
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock/iShares
Category
World 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: 9/30/19
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 
-8.13% less in annualized returns
Less invested in fossil fuels 
3.37% less invested
Higher carbon footprint 
10 tonnes CO2e/$1M USD higher
More invested in Clean200 
0.42% more invested
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock/iShares
Category
World 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: 9/30/19
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 
-8.13% less in annualized returns
Less invested in fossil fuels 
3.37% less invested
Higher carbon footprint 
10 tonnes CO2e/$1M USD higher
More invested in Clean200 
0.42% more invested
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock/iShares
Category
World 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: 9/30/19
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 
-8.13% less in annualized returns
Less invested in fossil fuels 
3.37% less invested
Higher carbon footprint 
10 tonnes CO2e/$1M USD higher
More invested in Clean200 
0.42% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
MDLOX - BlackRock Global Allocation Fund
2.49%
5%
3.41%
5.24%
6% 
Benchmark
IVV - iShares Core S&P 500 ETF
2.89%
13%
10%
13%
9.37% 
Fund compared to benchmark
 
-0.4%
-7.66%
-6.66%
-8.13%
3.37%  lower
Find more financial data on MDLOX at Morningstar.com
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