BlackRock LifePath Dynamic 2040 FundLPRKX

MUTUAL FUNDBlackRock (iShares)
Type
Mutual fund
Peer group
Target-date
Net assets
$539.1M
Expense ratio
1.04%
1-year return
+16.4%
3 years, a year
+13.5%
5 years, a year
+7.3%
Holdings
38

What it aims to do.

The investment objective of BlackRock LifePath Dynamic 2040 Fund (LifePath Dynamic 2040 Fund or the Fund), a series of BlackRock Funds III (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.

Top 10 holdings.

Holding% of fund
Diversified Equity Master37.65%
BlackRock Diversified Fixed Income Fund15.78%
JOBY MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio14.42%
iShares Core MSCI Emerging Markets ETF7.27%
Blackrock Cash Funds Treasury Sl Agency Shares5.75%
BlackRock Tactical Opportunities Fund5.20%
iShares Broad USD Investment Grade Corporate Bond ETF4.53%
BlackRock Funds III3.09%
BlackRock Real Estate Securities Fund2.92%
iShares MSCI EAFE Small-Cap ETF2.31%

More on LPRKX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.