Fossil fuel companiesare fueling the climate crisis.


BlackRock LifePath® Index 2050 Fund

Shareclass
BlackRock LifePath® Index 2050 K (LIPKX)
Type
Open-end mutual fund
Fossil fuel exposure of 8.67% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Berkshire Hathaway Inc Class B
Macroclimate 30Top 30 coal-fired power
$68.65 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$40.65 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$24.78 MILLION
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$18.89 MILLION
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$15.16 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$13.35 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
143
holdings
$270.3M
invested
3.46%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
135
holdings
$117.31M
invested
1.5%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
388
holdings
$512.11M
invested
6.55%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
22
holdings
$106.61M
invested
1.36%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
221
holdings
$249.95M
invested
3.2%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
567 holdings
567 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $68.65M
    0.88%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $40.65M
    0.52%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $24.78M
    0.32%
  • 4. Shell PLC
    Carbon Underground 200Oil/gas industry
    $18.89M
    0.24%
  • 5. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $15.16M
    0.19%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
BlackRock LifePath® Index 2050 Fund $LIPKX is 8.67% ($678.08 MILLION) invested in fossil fuel stocks
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on LIPKX at Morningstar.com
Current fund
LIPKX
BlackRock LifePath® 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: 2/29/24
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
 10-yr returns 
-4.09% less in annualized returns
More invested in fossil fuels 
0.16% more invested
Lower fossil finance risk score 
6 points lower
Lower fossil insurance risk score 
7 points lower
Less invested in Clean200 
5.58% less invested
Current fund
LIPKX
BlackRock LifePath® 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: 2/29/24
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
 10-yr returns 
-4.09% less in annualized returns
More invested in fossil fuels 
0.16% more invested
Lower fossil finance risk score 
6 points lower
Lower fossil insurance risk score 
7 points lower
Less invested in Clean200 
5.58% less invested
Current fund
LIPKX
BlackRock LifePath® 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: 2/29/24
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
 10-yr returns 
-4.09% less in annualized returns
More invested in fossil fuels 
0.16% more invested
Lower fossil finance risk score 
6 points lower
Lower fossil insurance risk score 
7 points lower
Less invested in Clean200 
5.58% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
LIPKX - BlackRock LifePath® Index 2050 Fund
21%
6.12%
9.98%
8.56%
8.67% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
8.51% 
Fund compared to benchmark
 
-9.32%
-5.76%
-4.75%
-4.09%
0.16%  higher
Find more financial data on LIPKX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find sustainable funds that are A-grade fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco


We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2024 As You Sow. All rights reserved.
Main Post Office, PO Box 751, Berkeley, CA 94701

Connect with As You Sow

Contact us      

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer