BlackRock Global Allocation Fund, Inc. Institutional Shares (MALOX)

$21.83
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
BlackRock Global Allocation Fund, Inc. Institutional Shares 18 0.51 0.65% 2.24% 0.78%
U.S. All Cap 35 1.01 18.49% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 0.55% 3.66% -3.11%
Year-to-Date 0.65% 18.49% -17.84%
1 Year 4.95% 0.00% 4.95%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

18%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 18% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.78%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$992

Real cost (fees + lost compounding)

$1,227

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
-1.55%