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.
BlackRock Global Allocation K MKLOX
- NAV / 1-Day Return 19.74 / +0.20 %
- Total Assets 17.2 Bil
-
Adj. Expense Ratio
- 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 1.04%
- Turnover 173%
USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:06 AM GMT+0
Morningstar’s Analysis MKLOX
Will MKLOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.00 | 491.2 Mil | Technology |
NVIDIA Corp | 2.24 | 366.9 Mil | Technology |
Amazon.com Inc | 1.98 | 325.0 Mil | Consumer Cyclical |
Apple Inc | 1.81 | 296.1 Mil | Technology |
Alphabet Inc Class C | 1.65 | 269.8 Mil | Communication Services |
Mastercard Inc Class A | 0.97 | 159.2 Mil | Financial Services |
UnitedHealth Group Inc | 0.89 | 146.3 Mil | Healthcare |
United States Treasury Notes 2.125% | 0.86 | 141.5 Mil | Government |
ASML Holding NV | 0.84 | 138.2 Mil | Technology |
Adobe Inc | 0.84 | 136.8 Mil | Technology |