Morningstar

BlackRock Global Allocation Fund, Inc. Institutional Shares MALOX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $20.69  /  +0.44 %
  • Fund Size $17.0B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.04%
  • Turnover Ratio 130%
NAV and 1-Day Return as of

Morningstar’s Analysis MALOX

Will MALOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MALOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MALOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MALOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Rick Rieder unchained.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

Few global balanced funds rival BlackRock Global Allocation’s combination of disciplined risk management, macro-driven strategy, and robust resources. Rick Rieder, BlackRock’s global fixed-income CIO, has led the strategy since April 2019, supported by experienced co-leads Russ Koesterich, Randy Berkowitz, and Sarah Thompson.

by Jason Kephart
Rated on Published on

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Portfolio Holdings MALOX

More MALOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

2.58 396M
Technology

Alphabet Inc Class C

2.28 350M
Communication Services

NVIDIA Corp

2.28 350M
Technology

Federal National Mortgage Association

1.82 280M
Securitized

Amazon.com Inc

1.81 279M
Consumer Cyclical

SPDR® Gold Shares

1.75 269M
—

Microsoft Corp

1.66 255M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

1.63 250M
Technology

Eli Lilly and Co

1.39 213M
Healthcare

Broadcom Inc

1.36 210M
Technology

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