Vanguard Target Retirement 2050 Fund
Fund offered by:
Vanguard
Ticker: VFIFX
Fossil fuel grade: Fossil fuel exposure of 6.29% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 6.29% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
$1.47 BILLION
in fossil fuel investments
747
fossil fuel stocks found
6.29%
of assets flagged
Data as of 7/31/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
175
holdings
$619.77M
invested
2.64%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
183
holdings
$262.98M
invested
1.12%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
348
holdings
$726.27M
invested
3.1%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
33
holdings
$229.45M
invested
0.98%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
319
holdings
$649M
invested
2.77%
of portfolio
Investments in major fossil fuel companies:
Berkshire Hathaway Inc Class B
Macroclimate 30 Top 30 coal-fired power
$136.55M invested
Exxon Mobil Corp
Carbon Underground 200 Top 200 carbon reserves
$69.07M invested
Chevron Corp
Carbon Underground 200 Top 200 carbon reserves
$55.73M invested
BHP Group Ltd
Carbon Underground 200 Top 200 carbon reserves
$31.17M invested
TotalEnergies SE
Carbon Underground 200 Top 200 carbon reserves
$28.48M invested
Duke Energy Corp
Macroclimate 30 Top 30 coal-fired power
$22.91M invested
All fossil fuel companies
747 holdings
747 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $136.55M
    0.58%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $69.07M
    0.29%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $55.73M
    0.24%
  • 4. NextEra Energy Inc
    Fossil-fired utility
    $43.3M
    0.18%
  • 5. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $31.17M
    0.13%
See all
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Vanguard Target Retirement 2050 Fund $VFIFX is 6.29% invested in fossil fuel stocks, with $1.47 BILLION invested across 747 equity holdings
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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: 8/31/21
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 
-4.4% less in annualized returns
More invested in fossil fuels 
0.07% more invested
Less invested in Clean200 
3.99% 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: 8/31/21
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 
-4.4% less in annualized returns
More invested in fossil fuels 
0.07% more invested
Less invested in Clean200 
3.99% 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: 8/31/21
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 
-4.4% less in annualized returns
More invested in fossil fuels 
0.07% more invested
Less invested in Clean200 
3.99% 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
27%
14%
14%
12%
6.29% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
6.22% 
Fund compared to benchmark
 
-3.99%
-4.3%
-4.33%
-4.4%
0.07%  higher
Find more financial data on VFIFX at Morningstar.com
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