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Blackrock Funds Iii Lifepath Index 2020 Ptf K: (MF: LIMKX)

(NASDAQ Mutual Funds) As of May 24, 2019 08:15 PM ET

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$12.73 USD

0.00 (NA)

Zacks MF Rank NA

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Apr 30, 2019

Total Return %* Percentile Rank Objective
YTD 8.97 65
3 months 4.41 61
6 months 7.27 45
1 Year 5.79 23
3 Year 6.67 56
5 Year 5.20 44
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for LIMKX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank NA
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Portfolio Statistics

%Unrealized Gain YTD .18
% Yield 2.17
% SEC Yield
Net Assets (Mil $) 4/30/2019 2,499.36
%Turnover 4/30/2019 0.00

Risk

3 Year 5 Year 10 Year
Beta 0.42 0.46 NA
Alpha -0.29 -0.57
R Squared 0.81 0.84 NA
Std. Dev. 5.12 5.65 NA
Sharpe 1.06 0.80 NA

Sector / Country Weightings

As of 4/30/2019 % of Portfolio
Finance 75.81

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2018)
% of Portfolio Value (Mil$)
BLACKROCK BOND INDEX FD 48.03 2,080.45
NA 24.13 1,045.19
ISHARES CORE MSCI TOT INT 15.26 661.06
ISHARES BARCLAYS TIPS BON 8.04 348.27
MASTER SMALL CAP INDEX SE 3.49 151.17
BLACKROCK DEV REAL ESTATE 0.99 42.68
NA 0.03 1.27
NA 0.03 1.14

Stock Holding % of Net Assets

As Of 12/31/2018
Total Issues 8
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 15.32
Large Value 7.43
Small Growth 4.00
Small Value 4.51
Foreign Stock 14.53
Emerging Market 2.53
Precious Metal 1.17
Intermediate Bond 39.48
Foreign Bond 8.41
High Yield Bond 0.00