BlackRock Global Allocation Inv A (MDLOX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 1.25%||1.27||1.27|
|Uk Conv Gilt 1.25 07/22/2018||1.14||-3.40|
|Germany (Federal Republic Of) 4.25 07/04/2017||0.96||5.16|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.05%|
Performance & Risk
|5y Avg Return:||11.45%|
|Rank in Category (ytd):||82|
|% Rank in Category (ytd):||15.19%|
|Morningstar Risk Rating:||2|
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. View More