BDHCX vs MDLOX

Both BDHCX and MDLOX are mutual funds. BDHCX has a lower 5-year return than MDLOX (7.12% vs 9.77%). BDHCX has a higher expense ratio than MDLOX (1.65% vs 1.08%). Below is the comparison between BDHCX and MDLOX.

BDHCX MDLOX
Security Type Mutual fund Mutual fund
Segment International Balanced: World Allocation International Balanced: World Allocation
Family BlackRock BlackRock
Net Assets $46.10M $12.35B
Expense Ratio 1.65% 1.08%
Management Style active active
Dividend Yield 4.03% 0.71%
Minimum Investment $1,000.00 $1,000.00
YTD Return 8.26% 6.97%
1-Year Return 0.72% 0.83%
3-Year Return 7.85% 13.34%
5-Year Return 7.12% 9.77%
10-Year Return N/A 7.54%

BDHCX description

The Fund seeks high current income with consideration for capital appreciation. It may invest up to 100% of its assets in equity securities and up to 100% of its assets in fixed income securities. It may also invest in BlackRock equity and/or fixed income mutual funds and affiliated and unaffiliated exchange traded funds.

BDHCX performance & returns

YTD Return 8.26%
1-Month Return 0.70%
3-Month Return 0.72%
1-Year Return 0.72%
3-Year Return 7.85%
5-Year Return 7.12%
10-Year Return N/A
BDHCX expense ratio is 1.65%.

BDHCX holdings

Top 10 Holdings (14.74% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 6.14%
BlackRock Allocation Target Shrs Ser A BATAX 2.56%
iShares iBoxx $ High Yield Corp Bd ETF HYG 1.11%
Russell 2000 - Eln N/A 0.99%
BlackRock Floating Rate Income K BFRKX 0.78%
Microsoft Corp MSFT 0.74%
Alphabet Inc A GOOGL 0.71%
Johnson & Johnson JNJ 0.61%
UnitedHealth Group Inc UNH 0.55%
JPMorgan Chase & Co JPM 0.55%

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MDLOX description

The Fund seeks high total investment return, consistent with prudent risk. The Fund invests in a portfolio of equity, debt and money market securities. Generally, the Funds portfolio will include both equity and debt securities. the Fund mainly seeks securities that Fund management believes are undervalued.

MDLOX performance & returns

YTD Return 6.97%
1-Month Return 1.30%
3-Month Return 0.83%
1-Year Return 0.83%
3-Year Return 13.34%
5-Year Return 9.77%
10-Year Return 7.54%
MDLOX expense ratio is 1.08%.

MDLOX holdings

Top 10 Holdings (16.52% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 1.75% N/A 2.42%
Apple Inc AAPL 2.19%
Microsoft Corp MSFT 2.07%
Amazon.com Inc AMZN 2.07%
Umbs 30yr Tba(Reg A) N/A 1.97%
SPDR® Gold Shares GLD 1.96%
Alphabet Inc Class C GOOG 1.51%
United States Treasury Notes 0.12% N/A 1.23%
iShares iBoxx $ High Yield Corp Bd ETF HYG 1.10%

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