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    BlackRock Global Allocation Inv A (MDLOX)

    19.87 Up 0.07(0.35%) Dec 19

    Profile as of Nov 29, 2014Get Profile for:
    BlackRock Global Allocation Inv A
    Blackrock Global Allocation Fund, Inc.100 Bellevue ParkwayWILMINGTON DE 19809
    Map
    Phone: 800-441-7762
    Fund Overview 
    Category:World Allocation
    Fund Family:BlackRock
    Net Assets:57.56B
    Year-to-Date Return:3.49%
    Yield:1.22%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 21, 1994
    Morningstar Style Box 
    World Allocation
    [View Category Definition]
    View Top World Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Dennis Stattman
    Lead Manager since Feb 3, 1989
    Mr. Stattman, Senior Portfolio Manager, is head of the BlackRock Global Allocation team and a member of the Leadership Committee and Central Strategy Group. Mr. Stattman’s service with the firm dates back to 1989, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Mr. Stattman joined Merrill Lynch Investment Managers in 1989 as an Associate Portfolio Manager of the Merrill Lynch Global Allocation Fund. Mr. Stattman was named Senior Portfolio Manager of the Merrill Lynch Global Allocation Fund in September 2002. From September of 1989 through February 1996, he was also Senior Portfolio Manager of the Merrill Lynch Special Value Fund. Prior to joining MLIM, Mr. Stattman served as the Director of Research for Meridian Management Company, and as Pension Investment Officer for the World Bank. Mr. Stattman earned a B.S. in Commerce from the University of Virginia in 1973 and an M.B.A. with honors from the University of Chicago in 1980. He is a CFA Charterholder.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    MDLOX can be purchased from 138 brokerages.

    Fund Summary 
    The investment seeks to provide high total investment return. The fund invests in a portfolio of equity, debt and money market securities. It may invest up to 35% of its total assets in "junk bonds," corporate loans and distressed securities. The fund may buy debt securities of varying maturities, debt securities paying a fixed or fluctuating rate of interest, and debt securities. It may also invest in Real Estate Investment Trusts ("REITs"). The fund has no geographic limits on where it may invest and may invest in the securities of companies of any market capitalization.

    Fund Operations 
    Last Dividend (Dec 16, 2014) : 0.31
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 16, 2014) : 50.00%
    Average for Category:43.80%
    Fees & Expenses 
    ExpenseMDLOXCategory Avg
    Annual Report Expense Ratio (net):1.05%1.07%
    Prospectus Net Expense Ratio:1.14%N/A
    Prospectus Gross Expense Ratio:1.14%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.25%5.38%
    Max Deferred Sales Load: N/A1.91%
    3 Yr Expense Projection*:868669
    5 Yr Expense Projection*:1,1201,077
    10 Yr Expense Projection*:1,8382,182
    * Per $10,000 invested