BlackRock Global Allocation Fund
Fund offered by:
BlackRock
Ticker: MDLOX
0 out of 5 badges
A fund can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
See how we track fossil fuel investments
$2.15 BILLION
in fossil fuel investments
64
fossil fuel stocks found
7.58%
of assets flagged
Data as of 4/30/19
  For each fossil fuel category, we show the fund's exposure, or a green badge if it's clean.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Carbon Underground 200
Carbon Underground 200
Top 200 owners of coal and oil/gas reserves
3.12%
of assets
31
holdings
$885.23M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
0.18%
of assets
11
holdings
$49.88M
invested
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
5.75%
of assets
37
holdings
$1.63B
invested
Consumers utility sector
Macroclimate 30
Macroclimate 30
30 largest coal-fired utilities
0.46%
of assets
9
holdings
$128.58M
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
1.76%
of assets
22
holdings
$499.56M
invested
All fossil fuel companies
64 holdings
64 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    0.95% of assets
    $269.14M invested
  • 2. Williams Companies Inc
    Oil/gas industry
    0.86% of assets
    $242.36M invested
  • 3. Royal Dutch Shell PLC Class A
    Carbon Underground 200Oil/gas industry
    0.85% of assets
    $238.73M invested
  • 4. NextEra Energy Inc
    Fossil-fired utility
    0.58% of assets
    $161.97M invested
  • 5. Enbridge Inc
    Oil/gas industry
    0.49% of assets
    $137.94M invested
See all
Share to spread the word that business as usual is killing the climate.
BlackRock Global Allocation Fund $MDLOX is 7.58% invested in fossil fuel stocks, with $2.15 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
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: 7/31/19
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 
-8.21% less in annualized returns
Less invested in fossil fuels 
2.07% less invested
Higher carbon footprint 
41 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.6% less invested
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock
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: 7/31/19
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 
-8.21% less in annualized returns
Less invested in fossil fuels 
2.07% less invested
Higher carbon footprint 
41 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.6% less invested
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock
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: 7/31/19
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 
-8.21% less in annualized returns
Less invested in fossil fuels 
2.07% less invested
Higher carbon footprint 
41 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.6% 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
1.43%
5.07%
3.26%
5.76%
7.58% 
Benchmark
IVV - iShares Core S&P 500 ETF
7.96%
13%
11%
14%
9.65% 
Fund compared to benchmark
 
-6.53%
-8.25%
-8.03%
-8.21%
2.08%  lower
Find more financial data on MDLOX at Morningstar.com
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