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.
BlackRock funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit BlackRock's website to open an account and purchase MDLOX.
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BlackRock Global Allocation Fun
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Note: This calculator uses simplified assumptions based on MDLOX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
BlackRock Global Allocation Fun
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Important: This projection uses simplified assumptions based on MDLOX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VSGAXVanguard Small-Cap Growth Index
FSEVXFidelity Extended Market Index
VIGAXVanguard Growth Index Fd Admira
VPMAXVanguard Primecap Fund Admiral Shares
MDLOX is the ticker symbol for BlackRock Global Allocation Fun, a Large Growth mutual fund managed by BlackRock. 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.
MDLOX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
MDLOX has posted a 1-year return of +21.85%, 3-year return of +17.82%, 5-year return of +10.57%, 10-year return of +225.90%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
MDLOX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether MDLOX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Growth category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.