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Morningstar

BlackRock Global Allocation K MKLOX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.50  /  +0.10 %
  • Total Assets 17.6 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.67%
  • Turnover 174%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 11:40 PM GMT+0

Morningstar’s Analysis MKLOX

Will MKLOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MKLOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MKLOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MKLOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

On top of the world.

Director Jason Kephart

Jason Kephart

Director

Summary

A senior leadership transition doesn’t dull our view of BlackRock Global Allocation. It remains a top choice for investors looking for a globally diversified balanced strategy.

by Jason Kephart
Rated on Published on

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Portfolio Holdings MKLOX

More MKLOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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NVIDIA Corp

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Apple Inc

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Technology

Alphabet Inc Class C

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Communication Services

Umbs 30Yr Tba

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Government

ASML Holding NV

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Technology

JPMorgan Chase & Co

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Financial Services

Mastercard Inc Class A

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Financial Services

Secretaria Tesouro Nacl

0.72 115.1 Mil
Government