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BlackRock Global Allocation Inv A (MDLOX)

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19.26-0.09 (-0.47%)
At close: 08:01PM EDT

BlackRock Global Allocation Inv A

WILMINGTON DE 19809

100 Bellevue Parkway

Blackrock Global Allocation Fund, Inc.

Management Information
,Lead Manager since December 31, 2016
"David Clayton, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team. Mr. Clayton joined the BlackRock Global Allocation team in 2010 and was named a portfolio manager of the Fund in 2017. Prior to his current role, he was head of portfolio oversight, as well as a senior investor and investment group leader, on the Fund, primarily responsible for coverage of the energy, real estate, autos, industrials, materials and utilities sectors. Prior to joining BlackRock, he was Of Counsel in the Financial Restructuring Group at Milbank, Tweed, Hadley & McCloy LLP. Previously he was a Managing Director and analyst with The Blackstone Group, responsible for distressed and special situations investments across multiple industries. Prior to joining Blackstone, Mr. Clayton spent six years at Merrill Lynch Investment Managers (MLIM), initially as an attorney specializing in corporate finance transactions and restructurings, and most recently as a Vice President and analyst in the Global High Yield Bond & Bank Debt Group. Mr. Clayton began his career as an attorney specializing in corporate finance transactions, first at Blake, Cassels & Graydon in Toronto and then at Milbank in New York. Mr. Clayton earned a BA degree, with honors, in economics from the University of Western Ontario in 1990 and MBA and LLB degrees from Dalhousie University in 1994. He is a CFA Charterholder."
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Allocation
Fund FamilyBlackRock
Net Assets16.95B
YTD Return1.31%
Yield1.13%
Morningstar Rating★★★★
Inception DateFeb 2, 1989

Fund Operations

Last Dividend0.21
Last Cap Gain8.00
Holdings Turnover174.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMDLOXCategory Average
Annual Report Expense Ratio (net)0.76%1.00%
Prospectus Net Expense Ratio0.76%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.06%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A