Fossil fuel companiesare fueling the climate crisis.


Vanguard Target Retirement 2050 Fund

Shareclass
Vanguard Target Retirement 2050 Fund (VFIFX)
Type
Open-end mutual fund
Manager
Target date
Vanguard Target Retirement Series
Fossil fuel exposure of 8.01% 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
$608.7 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$389.5 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$191.36 MILLION
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$171.1 MILLION
BHP Group Ltd
Carbon Underground 200Top 200 carbon reserves
$130.96 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$109.26 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
171
holdings
$2.3B
invested
2.91%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
232
holdings
$1.24B
invested
1.57%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
501
holdings
$4.65B
invested
5.89%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
54
holdings
$875.95M
invested
1.11%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
344
holdings
$2.6B
invested
3.29%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
801 holdings
801 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 50Fossil-fired utility
    $608.7M
    0.77%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $389.5M
    0.49%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $191.36M
    0.24%
  • 4. Shell PLC
    Carbon Underground 200Oil/gas industry
    $171.1M
    0.22%
  • 5. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $130.96M
    0.17%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Vanguard Target Retirement 2050 Fund $VFIFX is 8.01% ($6.34 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on VFIFX at Morningstar.com
Current fund
VFIFX
Vanguard Target Retirement 2050 Fund
Family
Vanguard
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: 10/31/24
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 
-4.28% less in annualized returns
Less invested in fossil fuels 
0.31% less invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
7 points lower
Less invested in Clean200 
6.42% less invested
Current fund
VFIFX
Vanguard Target Retirement 2050 Fund
Family
Vanguard
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: 10/31/24
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 
-4.28% less in annualized returns
Less invested in fossil fuels 
0.31% less invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
7 points lower
Less invested in Clean200 
6.42% less invested
Current fund
VFIFX
Vanguard Target Retirement 2050 Fund
Family
Vanguard
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: 10/31/24
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 
-4.28% less in annualized returns
Less invested in fossil fuels 
0.31% less invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
7 points lower
Less invested in Clean200 
6.42% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
VFIFX - Vanguard Target Retirement 2050 Fund
30%
4.45%
10%
8.68%
8.01% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
8.32% 
Fund compared to benchmark
 
-8.39%
-4.61%
-5.21%
-4.28%
0.31%  lower
Find more financial data on VFIFX at Morningstar.com
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