BlackRock Global Allocation Fund
Fund offered by:
BlackRock/iShares
Ticker: MDLOX
Fossil fuel grade: Fossil fuel exposure of 5.81% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 5.81% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
$1.57 BILLION
in fossil fuel investments
60
fossil fuel stocks found
5.81%
of assets flagged
Data as of 7/31/21
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. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
25
holdings
$411.39M
invested
1.52%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
14
holdings
$196.81M
invested
0.73%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
31
holdings
$781.59M
invested
2.89%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
6
holdings
$33.52M
invested
0.12%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
24
holdings
$613.03M
invested
2.26%
of portfolio
Investments in major fossil fuel companies:
ConocoPhillips
Carbon Underground 200 Top 200 carbon reserves
$178.98M invested
EQT Corp
Carbon Underground 200 Top 200 carbon reserves
$108.66M invested
BP PLC ADR
Carbon Underground 200 Top 200 carbon reserves
$32.13M invested
Berkshire Hathaway Inc Class B
Macroclimate 30 Top 30 coal-fired power
$26.29M invested
Anglo American PLC
Carbon Underground 200 Top 200 carbon reserves
$22.63M invested
Vale SA ADR
Carbon Underground 200 Top 200 carbon reserves
$22.25M invested
All fossil fuel companies
60 holdings
60 holdings
  • 1. Enbridge Inc
    Oil/gas industry
    $221.49M
    0.82%
  • 2. NextEra Energy Inc
    Fossil-fired utility
    $205.64M
    0.76%
  • 3. Enel SpA
    Fossil-fired utility
    $200.73M
    0.74%
  • 4. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $178.98M
    0.66%
  • 5. Sempra Energy
    Fossil-fired utility
    $144.95M
    0.54%
See all
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BlackRock Global Allocation Fund $MDLOX is 5.81% invested in fossil fuel stocks, with $1.57 BILLION invested across 60 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: 9/30/21
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 
-8.78% less in annualized returns
Less invested in fossil fuels 
0.84% less invested
Higher carbon footprint 
58 tonnes CO2e/$1M USD higher
Less invested in Clean200 
2.96% less 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: 9/30/21
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 
-8.78% less in annualized returns
Less invested in fossil fuels 
0.84% less invested
Higher carbon footprint 
58 tonnes CO2e/$1M USD higher
Less invested in Clean200 
2.96% less 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: 9/30/21
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 
-8.78% less in annualized returns
Less invested in fossil fuels 
0.84% less invested
Higher carbon footprint 
58 tonnes CO2e/$1M USD higher
Less invested in Clean200 
2.96% less 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
16%
11%
9.01%
7.8%
5.81% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
6.65% 
Fund compared to benchmark
 
-13.64%
-5.09%
-7.85%
-8.78%
0.84%  lower
Find more financial data on MDLOX at Morningstar.com
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