Fossil fuel companiesare fueling the climate crisis.


T. Rowe Price Equity Index 500 Fund

Shareclass
T. Rowe Price Equity Index 500 (PREIX)
Type
Open-end mutual fund
Fossil fuel exposure of 8.25% 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 50Top 50 coal-fired power
$582.7 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$359.78 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$172.97 MILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$84.35 MILLION
Duke Energy Corp
Macroclimate 50Top 50 coal-fired power
$61.6 MILLION
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$48.16 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
13
holdings
$814.54M
invested
2.41%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
11
holdings
$264.68M
invested
0.78%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
38
holdings
$1.77B
invested
5.24%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
6
holdings
$722.19M
invested
2.14%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
31
holdings
$1.42B
invested
4.19%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
58 holdings
58 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 50Fossil-fired utility
    $582.7M
    1.73%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $359.78M
    1.07%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $172.97M
    0.51%
  • 4. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $119.87M
    0.35%
  • 5. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $84.35M
    0.25%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
T. Rowe Price Equity Index 500 Fund $PREIX is 8.25% ($2.79 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on PREIX at Morningstar.com
Current fund
PREIX
T. Rowe Price Equity Index 500 Fund
Family
T. Rowe Price
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: 10/31/24
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:
Lower
 10-yr returns 
-0.19% less in annualized returns
Less invested in fossil fuels 
0.07% less invested
Lower fossil finance risk score 
1 points lower
Higher fossil insurance risk score 
0 points higher
More invested in Clean200 
0.6% more invested
Current fund
PREIX
T. Rowe Price Equity Index 500 Fund
Family
T. Rowe Price
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: 10/31/24
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:
Lower
 10-yr returns 
-0.19% less in annualized returns
Less invested in fossil fuels 
0.07% less invested
Lower fossil finance risk score 
1 points lower
Higher fossil insurance risk score 
0 points higher
More invested in Clean200 
0.6% more invested
Current fund
PREIX
T. Rowe Price Equity Index 500 Fund
Family
T. Rowe Price
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: 10/31/24
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:
Lower
 10-yr returns 
-0.19% less in annualized returns
Less invested in fossil fuels 
0.07% less invested
Lower fossil finance risk score 
1 points lower
Higher fossil insurance risk score 
0 points higher
More invested in Clean200 
0.6% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
PREIX - T. Rowe Price Equity Index 500 Fund
38%
8.88%
15%
13%
8.25% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
8.32% 
Fund compared to benchmark
 
-0.21%
-0.17%
-0.18%
-0.19%
0.07%  lower
Find more financial data on PREIX at Morningstar.com
What's next?
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