MALOX - BlackRock Global Allocation Fund, Inc. Institutional Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

BlackRock Global Allocation Fund, Inc. Institutional Shares

Blackrock Global Allocation Fund, Inc.

100 Bellevue Parkway

WILMINGTON DE 19809

800-441-7762
Management Information
Russ Koesterich,Lead Manager since December 31, 2016
Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. Mr. Koesterich's service with BlackRock dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of three books, including his most recent “Portfolio Construction for Today’s Markets.“ Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. 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 Assets22.23B
YTD Return-3.83%
Yield1.39%
Morningstar Rating★★★★
Inception DateFeb 2, 1989

Fund Operations

Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover156.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMALOXCategory Average
Annual Report Expense Ratio (net)0.80%0.99%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.31%
3 Yr Expense Projection266N/A
5 Yr Expense Projection466N/A
10 Yr Expense Projection1,044N/A