Mutual fund
BlackRock LifePath® Index 2050 Fund
TickerLIPKX
Fund manager
BlackRock/iShares

Fossil fuel companiesare fueling the climate crisis.

Fossil fuel exposure of 8.47% 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
$47.86 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$25.93 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$23.33 MILLION
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$16.49 MILLION
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$10.95 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$10.47 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
116
holdings
$212.18M
invested
3.67%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
99
holdings
$91.27M
invested
1.58%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
225
holdings
$308.07M
invested
5.33%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
23
holdings
$78.27M
invested
1.35%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
204
holdings
$202.79M
invested
3.51%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
420 holdings
420 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $47.86M
    0.83%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $25.93M
    0.45%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $23.33M
    0.4%
  • 4. Shell PLC
    Carbon Underground 200Oil/gas industry
    $16.49M
    0.29%
  • 5. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $12.3M
    0.21%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
BlackRock LifePath® Index 2050 Fund $LIPKX is 8.47% invested in fossil fuel stocks, with $490.12 MILLION invested across 420 equity holdings
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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: 8/31/22
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
 10-yr returns 
-4.08% less in annualized returns
Less invested in fossil fuels 
1.07% less invested
Less invested in Clean200 
6.34% 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: 8/31/22
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
 10-yr returns 
-4.08% less in annualized returns
Less invested in fossil fuels 
1.07% less invested
Less invested in Clean200 
6.34% 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: 8/31/22
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
 10-yr returns 
-4.08% less in annualized returns
Less invested in fossil fuels 
1.07% less invested
Less invested in Clean200 
6.34% 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
-15.93%
7.61%
7.1%
8.95%
8.47% 
Benchmark
IVV - iShares Core S&P 500 ETF
-11.25%
12%
12%
13%
9.54% 
Fund compared to benchmark
 
-4.68%
-4.75%
-4.69%
-4.08%
1.07%  lower
Find more financial data on LIPKX at Morningstar.com
What's next?
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