Mutual fund
BlackRock Global Allocation Fund
Fund manager
BlackRock/iShares
Ticker MDLOX
Fund investment profile
Shareclass ticker
MDLOX
Data as of
Jul 31, 2021
Shareclass name
BlackRock Global Allocation Inv A
% of fund assets screened
68%
Shareclass type
Open-end funds
Fund net assets
$26.65 BILLION
Fund category
World Allocation
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuel totals
Fossil fuel grade
D
Total fossil fuel stock holdings
58
Total % invested in fossil fuel stocks
5.85%
Total assets invested in fossil fuel stocks
$1.58 BILLION
Clean200 totals
Total Clean200 stock holdings
67
Total % invested in Clean200 stocks
12%
Total assets invested in Clean200 stocks
$3.17 BILLION
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: 10/31/21
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 
-8.81% less in annualized returns
Less invested in fossil fuels 
0.85% less invested
Higher carbon footprint 
58 tonnes CO2e/$1M USD higher
Less invested in Clean200 
3.87% 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: 10/31/21
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 
-8.81% less in annualized returns
Less invested in fossil fuels 
0.85% less invested
Higher carbon footprint 
58 tonnes CO2e/$1M USD higher
Less invested in Clean200 
3.87% 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: 10/31/21
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 
-8.81% less in annualized returns
Less invested in fossil fuels 
0.85% less invested
Higher carbon footprint 
58 tonnes CO2e/$1M USD higher
Less invested in Clean200 
3.87% 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
22%
14%
9.91%
7.35%
5.85% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
6.69% 
Fund compared to benchmark
 
-20.9%
-7.71%
-8.97%
-8.81%
0.85%  lower
Find more financial data on MDLOX at Morningstar.com
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