Mutual fund
BlackRock LifePath ESG Index 2050 Fund
TickerLEPKXsocially responsible
Fund manager
BlackRock/iShares
Fund investment profile
Shareclass ticker
LEPKX
Data as of
Mar 31, 2022
Shareclass name
BlackRock LifePath ESG Index 2050 K
% of fund assets screened
97%
Shareclass type
Open-end funds
Fund net assets
$2.71 MILLION
Fund category
Target-Date 2050
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuels
Fossil fuel grade
D
Total fossil fuel stock holdings
343
Total % invested in fossil fuel stocks
8.4%
Total assets invested in fossil fuel stocks
$228,399
Fossil fuel finance
Fossil fuel finance grade
D
Fossil fuel finance score
18.4
Total fossil fuel finance stock holdings
50
Total % invested in fossil fuel finance stocks
4.76%
Total assets invested in fossil fuel finance stocks
$129,453
Fossil fuel insurance
Fossil fuel insurance grade
D
Fossil fuel insurance score
12.1
Total fossil fuel insurance stock holdings
19
Total % invested in fossil fuel insurance stocks
1.6%
Total assets invested in fossil fuel insurance stocks
$43,511
Clean200
Total Clean200 stock holdings
151
Total % invested in Clean200 stocks
14%
Total assets invested in Clean200 stocks
$388,982
Financial performance
Performance data provided byMorningstarFind more financial data on LEPKX at Morningstar.com
Current fund
LEPKX
BlackRock LifePath ESG Index 2050 Fund
Family
BlackRock/iShares
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-5.78% less in annualized returns
Less invested in fossil fuels 
1.74% less invested
Less invested in Clean200 
4.88% less invested
Current fund
LEPKX
BlackRock LifePath ESG Index 2050 Fund
Family
BlackRock/iShares
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-5.78% less in annualized returns
Less invested in fossil fuels 
1.74% less invested
Less invested in Clean200 
4.88% less invested
Current fund
LEPKX
BlackRock LifePath ESG Index 2050 Fund
Family
BlackRock/iShares
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-5.78% less in annualized returns
Less invested in fossil fuels 
1.74% less invested
Less invested in Clean200 
4.88% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
LEPKX - BlackRock LifePath ESG Index 2050 Fund
-20.41%
/
/
/
8.4% 
Benchmark
IVV - iShares Core S&P 500 ETF
-14.64%
10%
10%
13%
10% 
Fund compared to benchmark
 
-5.78%
/
/
/
1.74%  lower
Find more financial data on LEPKX at Morningstar.com
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