- What does MDLOX invest in?
- The fund invests in a portfolio of equity, debt and money market securities. Generally, the fund's portfolio will include both equity and debt securities. It may invest up to 35% of its total assets in "junk bonds," corporate loans and distressed securities. The fund may also invest in Real Estate Investment Trusts ("REITs") and securities related to real assets (like real estate- or precious metals-related securities) such as stock, bonds or convertible bonds issued by REITs or companies that mine precious metals.
- What is the expense ratio of MDLOX?
- An expense ratio for BlackRock Global Allocation Fund (MDLOX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is MDLOX?
- BlackRock Global Allocation Fund (MDLOX) manages $18.02B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MDLOX actively managed or an index fund?
- MDLOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MDLOX launched?
- BlackRock Global Allocation Fund (MDLOX) launched in October 1994 and is managed by BlackRock / iShares.
- How has MDLOX performed?
- MDLOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
