BlackRock Impact U.S. Equity Fund
Fund offered by:
BlackRock
Ticker: BIRIXsocially responsible
0 out of 5 badges
A fund can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
See how we track fossil fuel investments
$5.94 MILLION
in fossil fuel investments
27
fossil fuel stocks found
7.73%
of assets flagged
Data as of 4/30/19
  For each fossil fuel category, we show the fund's exposure, or a green badge if it's clean.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Carbon Underground 200
Carbon Underground 200
Top 200 owners of coal and oil/gas reserves
2.07%
of assets
9
holdings
$1.59M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
0.02%
of assets
1
holdings
$14,144
invested
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
4.91%
of assets
22
holdings
$3.77M
invested
Consumers utility sector
Macroclimate 30
Macroclimate 30
30 largest coal-fired utilities
0.52%
of assets
1
holdings
$399,397
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
2.8%
of assets
4
holdings
$2.15M
invested
All fossil fuel companies
27 holdings
27 holdings
  • 1. Phillips 66
    Oil/gas industry
    1.02% of assets
    $779,142 invested
  • 2. Consolidated Edison Inc
    Fossil-fired utility
    1% of assets
    $766,910 invested
  • 3. Eversource Energy
    Fossil-fired utility
    0.98% of assets
    $753,075 invested
  • 4. Schlumberger Ltd
    Oil/gas industry
    0.9% of assets
    $686,081 invested
  • 5. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    0.82% of assets
    $629,957 invested
See all
Share to spread the word that business as usual is killing the climate.
BlackRock Impact U.S. Equity Fund $BIRIX is 7.73% invested in fossil fuel stocks, with $5.94 MILLION invested across 27 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on BIRIX at Morningstar.com
Current fund
BIRIX
BlackRock Impact U.S. Equity Fund
Family
BlackRock
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: 5/31/19
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:
Higher
 3-yr returns 
0.57% more in annualized returns
Less invested in fossil fuels 
2.15% less invested
Lower carbon footprint 
28 tonnes CO2e/$1M USD lower
More invested in Clean200 
1.34% more invested
Current fund
BIRIX
BlackRock Impact U.S. Equity Fund
Family
BlackRock
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: 5/31/19
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:
Higher
 3-yr returns 
0.57% more in annualized returns
Less invested in fossil fuels 
2.15% less invested
Lower carbon footprint 
28 tonnes CO2e/$1M USD lower
More invested in Clean200 
1.34% more invested
Current fund
BIRIX
BlackRock Impact U.S. Equity Fund
Family
BlackRock
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: 5/31/19
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:
Higher
 3-yr returns 
0.57% more in annualized returns
Less invested in fossil fuels 
2.15% less invested
Lower carbon footprint 
28 tonnes CO2e/$1M USD lower
More invested in Clean200 
1.34% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
BIRIX - BlackRock Impact U.S. Equity Fund
2.36%
12%
/
/
7.73% 
Benchmark
IVV - iShares Core S&P 500 ETF
3.76%
12%
9.62%
14%
9.89% 
Fund compared to benchmark
 
-1.39%
0.57%
/
/
2.16%  lower
Find more financial data on BIRIX at Morningstar.com
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