Skip to main content

Address And Details

40 East 52nd Street , New York, NY 10022
Fund Manager Philip Green
Manager Tenure 5 Years 2 Months

Strategy And Objective

The investment objective of BlackRock LifePath Dynamic 2050 Fund (LifePath Dynamic 2050 Fund or the Fund), a series of BlackRock FundsIII (the Trust), is to seek to provide for retirement outcomes based on quantitatively measured risk. In pursuit of this objective, the Fund will be broadly diversified across global asset classes, with asset allocations becoming more conservative over time. LifePath Dynamic 2050 Fund allocates and reallocates its assets among a combination of equity, bond and money market funds (the Underlying Funds) and derivatives in proportions based on its own comprehensive investment strategy. Under normal circumstances, the Fund intends to invest primarily in affiliated open-end funds and affiliated exchange-traded funds (ETFs), some of which may be index funds.

Net Asset Value

as of 6:32 PM ET 01/13/2022

Performance

  • 1 Week
  • -0.14%
  • 1 Month
  • -11.64%
  • 3 Months
  • -9.29%
  • 1 Yr Return
  • -3.33%
  • 5 Yr Return
  • +17.63%

Equity Sector Breakdown

Finance 95.29%
ConsumerDurables n/a
Energy n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Other 95.30%
Stocks 4.70%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 1.76 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -5.58 -3.86 -5.46
Beta 0.98 0.94 0.95
R Squared 0.95 0.94 0.87
Std Deviation 17.45 14.96 13.35
Sharpe Ratio 1.11 0.87 n/a

Purchase Information

as of 6:40 PM ET 01/12/2022
Minimum Initial $1000
Minimum Additional $50
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 12/31/2021 Average Annual Current Performance Quarterly As Of 12/31/2021 Avg Annual Current Performance Monthly As Of 12/31/2021 Avg Annual Current Performance Quarterly As Of 12/31/2021
1 Year
  • +17.00%
  • +17.00%
+17.00% +17.00%
3 Year
  • +18.47%
  • +18.47%
+18.47% +18.47%
10 Year
  • +10.47%
  • +10.47%
+10.47% +10.47%
Life Of Fund
  • +9.05%
  • +9.05%
+9.05% +9.05%

Top 10 Holdings

Symbol Company Name % Of Assets
SCZ ISHARES MSCI EAFE SM CAP IDX 6.76%
BKRDX ISHARES DEV REAL ESTATE INDEX 4.65%
CASH TOTAL*MONEY MARKET 4.26%
BLSAX BLACKROCK ADV EMERGING MARKET 11.23%
AGG ISHARES CORE US AGGREGATE BD 0.85%
TIP ISHARES TIPS BOND ETF 0.54%
OTHER TOTAL*OTHER 0.44%
BCRIX LIFEPATH COREALPHA BOND MASTR 0.41%
LQD ISHARES IBOXX INVEST GR CORP 0.20%

Recent Articles from TheStreet

Walmart Looks to Reduce Shopper Stress With Easy Reorder

Walmart Plans to Sell Virtual Goods, Create Cryptocurrency and NFTs

Walmart files applications seeking trademarks for digital currency, software to manage cryptocurrency and other digital assets and for online retail services.

shopping clothes retail sh

Consumer Spending Remains Strong, Says Mastercard CEO

'We continue to see benefits from accumulated savings and an increasing push toward digital,' said Michael Miebach.

3. A television

Does Anyone Still Watch Broadcast Television? (And What that Means for Disney, Comcast, ViacomCBS and Fox)

New report details the increasing dominance of streaming, but live television endures.

Burger King offers curry-topped sandwiches in some markets.

Burger King Has a Daring New Sandwich

The fast-food giant modifies its menu to appeal to fans all over the world and sometimes that means offering something very bold.

Elon Musk, founder of Tesla and SpaceX, brought attention on the Clubhouse to new heights after hosting a conversation on the audio social app. Photo: AFP

Tesla's Elon Musk Cuts Law Firm After It Won't Fire Lawyer in SEC Probe, Report Says

A Tesla lawyer asked law firm Cooley to fire an attorney who worked on a U.S. Securities and Exchange Commission investigation of Elon Musk, according to a Wall Street Journal report.

Revealing How Chicken McNuggets Are Made Won’t Save McDonald’s

McDonald's Takes on KFC, Wendy's With a Spicy New Menu Item

The fast-food chain has been testing a garlic pepper spicy chicken nugget, but there's a catch.

Presto is working with Checkers and Rally.

Upcoming Tech SPAC Helps Checkers Jump McDonald's

Checkers and Rally's restaurants will deploy Presto's automated voice ordering system at company-owned drive-thru locations in 2022.

Lucid Motors Lead

Lucid's 2030 EV Production Goals Bring It to Half Where Tesla Stands Now

The electric vehicle company has a production plan that shows just how speculative its nearly $70 billion valuation is.

DirecTV Lines up Content to Battle Dish, Others in Cord-Cutting War

DirecTV Drops Far-Right Channel OAN News

The move may set off a backlash against the satellite-TV company in which AT&T holds a 70% stake.

Norwegian Cruise Line Shares Tank on Weaker Guidance

Royal Caribbean, Norwegian Cancel More Cruises: Why That's Not Bad for Investors

The cruise lines have canceled select sailings but Royal Caribbean and Norwegian Cruise Line shareholders should take that as a positive.