BlackRock Global Allocation Fund

Shareclass
BlackRock Global Allocation Inv A (MDLOX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund BlackRock Global Allocation Fund

FUND COVERAGE
# of holdings426
% of assets58%
Score
56 / 100
Rank

95.4 percentile

Group: Allocation

Rank: #31 out of 653

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Transurban Group
         % of fund invested: 0.05%
         $USD invested: $8.85M
  • 2. Allianz SE
         % of fund invested: 0.11%
         $USD invested: $18.19M
  • 3. AstraZeneca PLC
         % of fund invested: 0.03%
         $USD invested: $5.35M
  • 4. National Grid PLC
         % of fund invested: 0.49%
         $USD invested: $82.52M
  • 5. NatWest Group PLC
         % of fund invested: 0.05%
         $USD invested: $8.55M
  • 6. Sanofi SA
         % of fund invested: 0.23%
         $USD invested: $39.05M
  • 7. Iberdrola SA
         % of fund invested: 0.02%
         $USD invested: $3.47M
  • 8. Sodexo
         % of fund invested: 0.02%
         $USD invested: $3.29M
  • 9. Woolworths Group Ltd
         % of fund invested: 0.04%
         $USD invested: $6.28M
  • 10. Novartis AG Registered Shares
         % of fund invested: 0.18%
         $USD invested: $31.09M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp Class A
         % of fund invested: 0.06%
         $USD invested: $10.6M
  • 2. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.04%
         $USD invested: $6.56M
  • 3. Dillard's Inc Class A
         % of fund invested: <0.01%
         $USD invested: $1.45M
  • 4. Roblox Corp Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $715,271
  • 5. Six Flags Entertainment Corp
         % of fund invested: <0.01%
         $USD invested: $1.04M
  • 6. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 0.12%
         $USD invested: $19.8M
  • 7. Vertiv Holdings Co Class A
         % of fund invested: 0.48%
         $USD invested: $80.37M
  • 8. Keyence Corp
         % of fund invested: 0.09%
         $USD invested: $14.62M
  • 9. Canadian Natural Resources Ltd
         % of fund invested: 0.05%
         $USD invested: $9.13M
  • 10. Universal Health Services Inc Class B
         % of fund invested: 0.03%
         $USD invested: $5.84M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund BlackRock Global Allocation Fund

Totals

Holdings
Assets
Weight
Prisons
10
$1.43B
8.44%
     Prisons high risk
1
$3.29M
0.02%
     Private prisons
1
$3.29M
0.02%
Borders
17
$1.41B
8.34%
     Borders high risk
7
$84.53M
0.5%
Total
22
$1.68B
9.94%
Full fund results

Holdings — 22 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$470.18M
2.78%
Prisons
Borders :
$470.18M
2.78%
2.
Amazon.com Inc
Prisons
Borders
$366.08M
2.16%
Prisons
Borders :
$366.08M
2.16%
3.
Alphabet Inc Class C
Prisons
Borders
$310.09M
1.83%
Prisons
Borders :
$310.09M
1.83%
4.
Costco Wholesale Corp
Prisons
$134.62M
0.8%
Prisons
$134.62M
0.8%
5.
Walmart Inc
Prisons
$125.12M
0.74%
Prisons
$125.12M
0.74%
6.
Salesforce Inc
Borders
$76.36M
0.45%
Borders :
$76.36M
0.45%
7.
RELX PLC
Borders
$55.3M
0.33%
Borders :
$55.3M
0.33%
8.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$19.8M
0.12%
Borders :
$19.8M
0.12%
9.
Lockheed Martin Corp
Borders
$19.23M
0.11%
Borders :
$19.23M
0.11%
10.
AT&T Inc
Borders
$18.85M
0.11%
Borders :
$18.85M
0.11%
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