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    BlackRock LifePath 2050 K (LPSGX)

    20.15 Down 0.08(0.40%) Mar 26

    Profile as of Feb 27, 2015Get Profile for:
    BlackRock LifePath 2050 K
    BlackRock Funds III400 Howard StreetSan Francisco CA 94105
    Phone: 800-441-7762
    Fund Overview 
    Category:Target Date 2046-2050
    Fund Family:BlackRock
    Net Assets:196.85M
    Year-to-Date Return:3.66%
    Morningstar Rating:3 stars
    Fund Inception Date:Jun 30, 2008
    Morningstar Style Box 
    Target Date 2046-2050
    [View Category Definition]
    View Top Target Date 2046-2050 Funds
    About the Morningstar Style Box
    Management Information 
    Alan Mason
    Lead Manager since Sep 10, 2009
    Alan Mason is a Managing Director of BlackRock, Inc. since 2009. Previously, Mr. Mason was a Managing Director of Barclays Global Investors from 2008 to 2009 and a Principal from 1996 to 2008.
    Investment Information 
    Min Initial Investment:5,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    LPSGX can be purchased from 11 brokerages.

    Fund Summary 
    The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests all of its assets in the 2050 Master Portfolio which allocates and reallocates its assets among a combination of equity, bond and money market funds. As of March 31, 2014, LifePath 2050 Portfolio held approximately 90% of its assets in underlying funds that invest primarily in equity securities, 10% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.

    Fund Operations 
    Last Dividend (Dec 30, 2014) : 0.12
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 23, 2015) : 48.00%
    Average for Category:24.67%
    Fees & Expenses 
    ExpenseLPSGXCategory Avg
    Annual Report Expense Ratio (net):0.32%0.48%
    Prospectus Net Expense Ratio:0.50%N/A
    Prospectus Gross Expense Ratio:0.84%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.23%
    Max Deferred Sales Load: N/A1.90%
    3 Yr Expense Projection*:230694
    5 Yr Expense Projection*:4241,435
    10 Yr Expense Projection*:9842,457
    * Per $10,000 invested