BlackRock Global Allocation Fund

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BlackRock Global Allocation Inv A (MDLOX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in nuclear weapons and/or controversial weapons below the threshold of 2.5%. Assigned a grade of C.
How we track weapon investments
C
$334.56 MILLION
Military weapons
15
military weapon stocks found
1.94%
of assets flagged
Data as of 30 Nov 2023
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
15
holdings
$334.56M
invested
1.94%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
7
holdings
$305.16M
invested
1.77%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
7
holdings
$259.63M
invested
1.5%
of portfolio
Military weapon companies
15 holdings
15 holdings
  • 1.  Northrop Grumman Corp
    Nuclear weaponsControversial weapons
    $93.47M
    0.54%
  • 2.  BAE Systems PLC
    Nuclear weaponsControversial weapons
    $72.84M
    0.42%
  • 3.  Fortive Corp
    Nuclear weapons
    $62.45M
    0.36%
  • 4.  Lockheed Martin Corp
    Nuclear weaponsControversial weapons
    $62.4M
    0.36%
  • 5.  TransDigm Group Inc
    Controversial weapons
    $13.61M
    0.08%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

BlackRock Global Allocation Fund earns a C grade for investments in military weapons
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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
Global 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: 1/31/24
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 
-7.85% less in annualized returns
Less invested in military weapons 
1.12% less invested
Less invested in major military contractors 
1.12% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.61% less invested
More invested in manufacturers of controversial weapons 
0.39% more invested
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock/iShares
Category
Global 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: 1/31/24
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 
-7.85% less in annualized returns
Less invested in military weapons 
1.12% less invested
Less invested in major military contractors 
1.12% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.61% less invested
More invested in manufacturers of controversial weapons 
0.39% more invested
Current fund
MDLOX
BlackRock Global Allocation Fund
Family
BlackRock/iShares
Category
Global 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: 1/31/24
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 
-7.85% less in annualized returns
Less invested in military weapons 
1.12% less invested
Less invested in major military contractors 
1.12% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.61% less invested
More invested in manufacturers of controversial weapons 
0.39% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
MDLOX - BlackRock Global Allocation Fund
6.65%
0.21%
6.2%
4.72%
1.94% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
3.06% 
Fund compared to benchmark
 
-14.14%
-10.75%
-8.06%
-7.85%
1.12%  lower
Find more financial data on MDLOX at Morningstar.com
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