BlackRock LifePath ESG Index 2065 Fund

Shareclass

BlackRock LifePath ESG Index 2065 K (LEWKX)

Type

Open-end mutual fund

Manager

BlackRock/iShares

Target date

BlackRock LifePath ESG Index Series

Investments in major fossil fuel companies

Top 200 carbon reserves

$13,206

Top 200 carbon reserves

$13,173

Top 200 carbon reserves

$9,467

Top 50 coal-fired power

$9,172

Top 200 carbon reserves

$8,187

Top 200 carbon reserves

$7,373

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$98,952

invested

2.39%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$18,079

invested

0.44%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

224

holdings

$232,266

invested

5.6%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

holdings

$9,561

invested

0.23%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

122

holdings

$101,486

invested

2.45%

of portfolio

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

326 holdings

1. Exxon Mobil Corp
$13,206
0.32%
2. Chevron Corp
$13,173
0.32%
3. Public Service Enterprise Group Inc
$11,179
0.27%
4. NextEra Energy Inc
$10,035
0.24%
5. Shell PLC
$9,467
0.23%

See all

Share to spread the word.
Business as usual is fueling climate destruction.

BlackRock LifePath ESG Index 2065 Fund $LEWKX is 6.91% ($286,502) invested in fossil fuel stocks

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

BlackRock LifePath ESG Index 2065 Fund LEWKX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on LEWKX at Morningstar.com

Current fund

LEWKX

BlackRock LifePath ESG Index 2065 Fund

Family

BlackRock/iShares

Category

Target-Date 2065+

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

3-yr returns

-4.43% less in annualized returns

Less invested in fossil fuels

1.41% less invested

Higher fossil finance risk score

2 points higher

Lower fossil insurance risk score

11 points lower

Less invested in Clean200

4.19% less invested

Current fund

LEWKX

BlackRock LifePath ESG Index 2065 Fund

Family

BlackRock/iShares

Category

Target-Date 2065+

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

3-yr returns

-4.43% less in annualized returns

Less invested in fossil fuels

1.41% less invested

Higher fossil finance risk score

2 points higher

Lower fossil insurance risk score

11 points lower

Less invested in Clean200

4.19% less invested

Current fund

LEWKX

BlackRock LifePath ESG Index 2065 Fund

Family

BlackRock/iShares

Category

Target-Date 2065+

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

3-yr returns

-4.43% less in annualized returns

Less invested in fossil fuels

1.41% less invested

Higher fossil finance risk score

2 points higher

Lower fossil insurance risk score

11 points lower

Less invested in Clean200

4.19% less invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
LEWKX - BlackRock LifePath ESG Index 2065 Fund

32%

4.62%

6.91%

Benchmark

38%

9.05%

15%

13%

8.32%

Fund compared to benchmark

-6.05%

-4.43%

1.41% lower

Find more financial data on LEWKX at Morningstar.com

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Fossil fuel companiesare fueling the climate crisis.

Environment

Social

Disclaimer: As You Sow is not an investment adviser