Fossil fuel companiesare fueling the climate crisis.


BlackRock Sustainable Advantage Large Cap Core Fund

Shareclass
BlackRock Sustainable Adg Lg Cp Cr Instl (BIRIX)
Type
Open-end mutual fund
Sustainability mandate
Fossil fuel exposure of 7.05% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$12.6 MILLION
Berkshire Hathaway Inc Class B
Macroclimate 30Top 30 coal-fired power
$9.01 MILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$8.6 MILLION
Devon Energy Corp
Carbon Underground 200Top 200 carbon reserves
$7.75 MILLION
Pioneer Natural Resources Co
Carbon Underground 200Top 200 carbon reserves
$1.53 MILLION
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$227,921
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
5
holdings
$30.71M
invested
2.39%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
1
holdings
$3.88M
invested
0.3%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
10
holdings
$69.2M
invested
5.39%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1
holdings
$9.01M
invested
0.7%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
8
holdings
$33.41M
invested
2.6%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
17 holdings
17 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $12.6M
    0.98%
  • 2. Sempra
    Oil/gas industryFossil-fired utility
    $12.08M
    0.94%
  • 3. General Electric Co
    Oil/gas industry
    $11.57M
    0.9%
  • 4. Valero Energy Corp
    Oil/gas industry
    $10.4M
    0.81%
  • 5. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $9.01M
    0.7%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
BlackRock Sustainable Advantage Large Cap Core Fund $BIRIX is 7.05% ($90.53 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on BIRIX at Morningstar.com
Current fund
BIRIX
BlackRock Sustainable Advantage Large Cap Core Fund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.31% less in annualized returns
Less invested in fossil fuels 
1.46% less invested
Lower fossil finance risk score 
15 points lower
Lower fossil insurance risk score 
9 points lower
Less invested in Clean200 
0.48% less invested
Current fund
BIRIX
BlackRock Sustainable Advantage Large Cap Core Fund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.31% less in annualized returns
Less invested in fossil fuels 
1.46% less invested
Lower fossil finance risk score 
15 points lower
Lower fossil insurance risk score 
9 points lower
Less invested in Clean200 
0.48% less invested
Current fund
BIRIX
BlackRock Sustainable Advantage Large Cap Core Fund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-0.31% less in annualized returns
Less invested in fossil fuels 
1.46% less invested
Lower fossil finance risk score 
15 points lower
Lower fossil insurance risk score 
9 points lower
Less invested in Clean200 
0.48% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
BIRIX - BlackRock Sustainable Advantage Large Cap Core Fund
29%
10%
14%
/
7.05% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
8.51% 
Fund compared to benchmark
 
-1.59%
-1.48%
-0.31%
/
1.46%  lower
Find more financial data on BIRIX at Morningstar.com
What's next?
Learn how to make a change and move your money
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